‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
John Nichols

Our mission

To be a valued, member-driven, international network of leading insurance and investment financial services professionals/advisors who serve their clients by exemplary performance and the highest standards of ethics, knowledge, service and productivity.

MDRT Family of Brands

No matter where you are in your career or where you want to go next, the MDRT Family of Brands is for you. For up-and-coming advisors, we have the MDRT Academy. For field and home office leaders, we have the MDRT Center for Field Leadership. And for top performers across the profession, we have MDRT.

Woman holding a mobile phone

MDRT Academy

The MDRT Academy is an association for financial professionals who want next-level knowledge as they strive to reach MDRT-level production.

Learn more
Members of MDRT
Men and women standing

2026 Executive Committee

MDRT is governed by a five-member Executive Committee duly elected each year by the MDRT membership.

Executive Committee Press Releases
John F. Nichols, MSM, CLU
John F. Nichols, MSM, CLU
President

John F. Nichols, MSM, CLU, is the 2026 President of MDRT. He is a 26-year MDRT member with 21 Court of the Table and 19 Top of the Table qualifications. Nichols has served in multiple roles on the MDRT Executive Committee since 2023. Nichols served as Global Council Member of MDRT’s Membership Division in 2020 and Chair of its Bylaws and Ethics Committee in 2019. In 2022, he served as President of the MDRT Foundation, for which he is a Royal Order Excalibur Knight and a member of its Inner Circle Society.Nichols is the founder of Nichols Consulting LLC, a disability insurance benefits practice.

Carol Kheng, ChFC
Carol Kheng, ChFC
Immediate Past President

Carol Kheng, ChFC, is the 2026 Immediate Past President of MDRT. She is a 28-year MDRT member with six Court of the Table and five Top of the Table qualifications. Kheng has served in multiple roles on the MDRT Executive Committee since 2022. She previously served as Divisional Vice President for Global Conference Program General Arrangements in 2019 and for MDRT’s Member Resources – Practice Management Division in 2009. Kheng also has served on the Board of Trustees of the MDRT Foundation, for which she is a Diamond Knight. Kheng is a master financial consultant with Prudential Assurance Company Singapore, where she was the founding member and chairperson of its MDRT Club.

Clay Gillespie, CFP, CLU
Clay Gillespie, CFP, CLU
First Vice President

Clay Gillespie, CFP, CLU, is the 2026 First Vice President of MDRT. He is a 25-year MDRT member with 23 Court of the Table and 22 Top of the Table qualifications. An Excalibur Knight of the MDRT Foundation, Gillespie served as Global Council Member of MDRT’s Finance Division in 2023 and as Top of the Table Global Council Member and Advisory Board Chair in 2019. He was Captain of the 2015 MDRT Annual Meeting Focus Sessions Committee and has served as Chair of several committees in the Top of the Table Division. Gillespie is a financial advisor, portfolio manager and managing director with RGF Integrated Wealth Management.

Aurora L. Tancock, CFP, FLMI
Aurora L. Tancock, CFP, FLMI
Second Vice President

Aurora L. Tancock, CFP, FLMI, is the 2026 Second Vice President of MDRT. She is a 25-year MDRT member with 15 Court of the Table and six Top of the Table qualifications. Tancock served as Chair of the Focus Sessions Committee for the 2023 MDRT Global Conference and as Global Council Member for MDRT’s Finance Division in 2020. She also has served on the Board of Trustees of the MDRT Foundation, for which she is a Platinum Knight and a member of its Inner Circle Society. Tancock is the founder of Luminaris Wealth Planning.

Simon D. Lister, Dip PFS
Simon D. Lister, Dip PFS
Secretary

Simon D. Lister, Dip PFS, is the 2026 Secretary of MDRT. He is a 19-year MDRT member with 19 Court of the Table and 16 Top of the Table qualifications. Lister served as Global Council Member of the 2025 MDRT Annual Meeting Program Development Division. He previously served as Chair of the Main Platform Committee for the 2024 MDRT Annual Meeting, Chair of the Focus Sessions Committee for the 2023 MDRT Annual Meeting, and as Global Council Member and Advisory Board Chair of the Top of the Table Division in 2021. He also is a Platinum Knight of the MDRT Foundation and a member of its Inner Circle Society. Lister is an independent financial planner and managing director with ML Financial Associates.

Contact us if you have any questions.

About MDRT

Founded in 1927, MDRT (Million Dollar Round Table), The Premier Association of Financial Professionals®, is a global, independent association of the world's leading life insurance and financial services professionals from more than 80 nations and territories and nearly 700 companies. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business.

+1 847 692 6378

325 West Touhy Avenue 
Park Ridge, IL 60068 USA

Contact us

Helpful links

  • For Companies
  • MDRT Store
  • MDRT Foundation
  • MDRT Academy
  • MDRT Center for Field Leadership
  • Media Room
  • ChatMDRT

MDRT Chapter Sites

  • Korea
  • Japan
  • Chinese Taiwan

Save MDRT.org to your phone's home screen.

Get it on Google PlayDownload on the App Store

Copyright 2026 Million Dollar Round Table®

DisclaimerPrivacy

MDRT

MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business.

Become a member
Woman smiling

MDRT Center for Field Leadership

The MDRT Center for Field Leadership helps field and home office leaders continue on a journey to be their very best — for themselves, their teams and their businesses.

Learn more
Company building

Our history

MDRT was founded in 1927 by 32 extraordinary life insurance producers, each of whom had placed at least USD 1 million of life insurance protection into their communities. They dreamed of a forum dedicated to fostering a high-standard, professional approach to life insurance sales and service. Founded on the belief that growth is a result of exchanging ideas, the concept was: "To receive, individuals must give."

Out of this dream, emerged MDRT — an international, independent association that represents the world's best financial services professionals.

Create account
Not sure if you are ready to join?
Create your free account to view exclusive personalized content.
  • About
    • About MDRT
    • Family of Brands
    • Leadership
    • History
    • Contact Us
  • Join
  • Events
  • Resources
  • ChatMDRT
‌