Articles from MDRT

Most Americans are worried about being able to save or invest for the future in the event of a recession

PARK RIDGE, Ill., Oct. 30, 2025 (GLOBE NEWSWIRE) -- Executive Summary 

The 2025 MDRT Executive Committee welcomes an engaging approach to peer-to-peer learning opportunities for financial services professionals, as Carol Kheng, ChFC, assumes her role as MDRT’s 99th President and Aurora L. Tancock, CFP, FLMI, joins as Secretary. The new Executive Committee brings a fresh perspective to encouraging financial services professionals to strive for success at each stage of their careers. By driving MDRT’s delivery of key resources and opportunities, the Executive Committee will help members reach and exceed their goals.

Portsmouth-based financial advisor Andrew C. Lord, CLU, ChFC, has succeeded Adrian P. Baker, Dip PFS, as the 58th President of the MDRT Foundation.

The 2024 MDRT Executive Committee ushers in a reinvigorated approach to supporting financial services professionals as Gregory B. Gagne, ChFC, assumes his role as MDRT’s 98th President and Clay Gillespie, CFP, CLU, joins as Secretary. The Executive Committee will empower financial services professionals at each stage of their careers with the necessary resources to help them reach and exceed their goals.

The 2023 MDRT Executive Committee takes on a global post-pandemic mission, as Peggy Tsai, RFP, CCFP, takes her place as 97th President and John Nichols, MSM, CLU, joins as Secretary. The Executive Committee will equip financial services professionals around the world, and at all stages of their careers, with the tools they need to succeed in the years and decades ahead.

The MDRT Family of Brands, which includes MDRT for high-performing financial services professionals, the MDRT Academy for aspiring MDRT members and MDRT Global Services for leaders in financial services, has added to the portfolio of honors available for exceptional members – and their companies. MDRT has redefined and added new categories within its annual Company Rankings to recognize companies that successfully invest in membership growth, retention and longevity. In addition to this, MDRT Global Services is introducing the MDRT Culture of Excellence Awards, which recognizes agency leaders who cultivate excellence in productivity, retention, recruitment and more. With these new initiatives, the MDRT Family of Brands recognizes and elevates the exceptional performance of companies and financial services professionals.

The 2022 MDRT Executive Committee ushers in an integrated approach to supporting the financial services profession, as Randy Scritchfield, CFP, LUTCF takes his place as 96th President and Carol Kheng, ChFC, joins as Secretary. The Executive Committee will empower financial services professionals to redefine the limits of success, equipping them to rise, excel and lead throughout the full cycle of their careers.

MDRT has tapped Chicagoan Joe Ferrazza as Director of North America Channel Relations for its newly established Channel Relations Team. In this role, Ferrazza will lead the association’s efforts to expand its North American footprint and equip U.S. and Canadian financial services professionals with the resources needed to protect their clients, grow their practice and propel both to next-level success.