Hyunju Lee joined Kyobo Life Insurance in 2018 and currently serves as a comprehensive asset management specialist. Lee specializes in retirement pension recruitment and is a securities and fund investment solicitation agent. She earned a master’s degree in hotel and tourism studies from Kyung Hee University and worked as a hotelier for more than 15 years prior to joining the financial services profession. Lee has lectured at various universities and was a three-year visiting professor in the practical Japanese language department at Hanyang Women’s University.

Lee Chi-Hsiang, CFP, MSF, is the manager at Nanshan Life Insurance Company. With 21 years of experience in the insurance profession and a master's degree in international finance from NYU-HKUST, Lee Chi-Hsiang is an internationally certified financial advisor who specializes in asset inheritance, business insurance policies, personal retirement planning and comprehensive insurance solutions. He is an active MDRT member and has experience as an event planner and professional speaker.

Lee Chi-Hsiang, CFP, MSF, has 21 years of experience in the insurance profession and holds a master’s degree in international finance. As a division manager at Nan Shan Life, he specializes in asset inheritance planning, corporate insurance policies and personal retirement planning as well as individual, medical and accident insurance planning.

Jane Lim is the founder and director of Prosper Financial Planning Pty Ltd, with over 15 years of international experience in the financial services industry. She is deeply committed to empowering individuals to achieve financial freedom by building financial resilience. Jane’s extensive background in financial planning, coupled with a Master’s degree in Business Administration and Applied Finance, gives her a unique perspective on how to approach adversity. Her expertise and passion for guiding clients through life’s toughest moments have made her a trusted voice in the financial world.

Bernard Lim has more than 30 years of experience in the financial services profession, specializing in estate and legacy planning. He has trained more than 10,000 financial services professionals globally and has mentored many MDRT members. Lim holds an upper honors degree from the National University of Singapore and is a frequent speaker at high-net-worth events in Asia and the Middle East.

Lin Bin is a sales manager at China Ping An Life Insurance. He has nine years of industry experience and specializes in client referrals, file management, interview-based recruitment and team management. He holds a master’s degree in management from Syracuse University and has been recognized as one of Shenzhen's Top 100 Life Insurance Elite and Outstanding Young College Student Insurance Salesperson by the China Insurance Association.

Lin Bin has been in the financial services profession for nine years. As sales manager at Ping An Life Insurance Co., Bin excels at client referrals, client file management, interview-based recruitment and team leadership, and was recognized as one of the top 100 life insurance elites at his company.

Simon D. Lister, Dip PFSは2025年度MDRTの予定者です。2021年にトップ・オブ・ザ・テーブル担当のグローバル・カウンシル・メンバーおよび諮問委員会チェアとして活躍し、今年度はアニュアル・ミーティング担当のグローバル・カウンシル・メンバーとして活躍しています。またメンバーシップ・コミュニケーション・ディビジョン（MCC）のエリア・チェアの経験もあります。MDRT Foundationのプラチナの騎士の称号を持ち、インナー・サークル・ソサエティーのメンバーです。Listerは独立系ファイナンシャル・プランナーであり、ML Financial Associatesのマネージング・ディレクターとしてリタイアメント・プランニングを専門としています。

‍

Fang Yu Lo has 14 years of experience at Cathay Life Insurance Co. Ltd., specializing in tax planning and asset inheritance. She is her company's MDRT ambassador and CCPI lecturer.

Anthony J. Longley, LUTCF, IFA, has been in the financial services profession for 40 years. He is an MDRT Foundation Gold Knight and currently serves as an executive financial services representative at Colina Insurance Ltd., where he has been recognized locally and globally for sales achievement and conservation.

Maria Teresa López Alcala, LUTCF, FSS, has been in the financial services profession for 13 years and has received multiple awards for her performance at Seguros Monterrey New York Life. López Alcala specializes in life insurance under the Whole Person concept, is currently the MDRT Country Chair for Mexico and has served on various MDRT committees such as PGA and MCC

Varisa Maneetavat is a certified financial advisor and senior area manager at Krungthai AXA Life Insurance Co. She has six years of experience in the financial services profession, specializes in life insurance and holds a bachelor’s degree in pharmacy.

Varisa Maneetavat is a certified financial advisor and senior area manager at Krungthai AXA Life Insurance Co. She has six years of experience in the financial services profession, specializes in life insurance and holds a bachelor’s degree in pharmacy.

Kallaya Puangkingkaew serves as the center manager at Thai Life Insurance Public Co. Ltd., bringing more than 16 years of professional experience to her role. Puangkingkaew graduated with a bachelor’s degree with honors, and she has an extensive background in finance and accounting. She actively contributes as a company spokesperson for various initiatives, playing a pivotal role in generating 90% of the company's sales through unconventional channel, and has been the recipient of numerous accolades.

‍

Sneha Prakash Manjrekar, BA, is a financial advisor and the CEO and founder of Simkin Investments. With more than 25 years of experience in financial services, she specializes in child education insurance and retirement financial planning, helping families and individuals achieve long-term financial security. Though Manjrekar’s journey began as a homemaker, she transitioned to a career in wealth management and became her branch’s first Court of the Table member, breaking a 35-year record. Combining expertise, innovation and dedication, Manjrekar is a trusted advisor who empowers her clients to reach their financial goals with confidence.

Karolos Vasiliou Markouizos Sr., RPS, REBC, has worked in the financial services profession for 31 years. He specializes in life insurance, retirement, health insurance, and group insurance. Has been recognized many times for his outstanding annual production by his company.

Alfredo Martínez is a successful insurance professional agent at Seguros Monterrey New York Life.

Kelli J. McCauley is an executive coach, leadership consultant and expert on scaling sales teams. Known for her experiential, high-potential leadership programs, McCauley has helped hundreds of graduates from these initiatives move into high-level sales leadership roles with various companies. With more than 20 years of impacting clients’ leadership effectiveness to increase sales, driving measurable advisor retention and improving bottom-line results, McCauley is dedicated to helping leaders scale their businesses.

Kelli J. McCauley is an executive coach, leadership consultant and expert on scaling sales teams. Known for her experiential, high-potential leadership programs, McCauley has helped hundreds of graduates from these initiatives move into high-level sales leadership roles with various companies. With more than 20 years of impacting clients’ leadership effectiveness to increase sales, driving measurable advisor retention and improving bottom-line results, McCauley is dedicated to helping leaders scale their businesses.

Kelli J. McCauley is an executive coach, leadership consultant and expert on scaling sales teams. Known for her experiential, high-potential leadership programs, McCauley has helped hundreds of graduates from these initiatives move into high-level sales leadership roles with various companies. With more than 20 years of impacting clients’ leadership effectiveness to increase sales, driving measurable advisor retention and improving bottom-line results, McCauley is dedicated to helping leaders scale their businesses.

Godofredo Batas Peteza III is a branch manager at Pru Life UK in the Philippines. He holds a bachelor’s degree in information technology and has been in the financial services profession for 10 years, serving as a leader for six years. Specializing in financial planning, wealth management and high-net-worth clients, Peteza has helped his team of 130 financial advisors and three agency leaders achieve top awards, including for the highest activity and MDRT ratio versus total manpower.

Yolen Sada has been in the financial services profession for 12 years, serving as a leader for the past 11 years. As a sales director at her own firm with Prudential Seguros Mexico S.A., Sada specializes in sales, leadership and mindset while managing a team of 45 advisors and managers. She has received many awards for recruiting and sales, and her previous experience includes running her own jewelry brand.

Mei Yun Gwendolyn Tan, BSc (Hons), ChFC/S, is a senior manager at Great Eastern Life-Singapore. With 12 years of experience in financial services, Tan has served in a leadership role for four years and oversees a team of six. She specializes in financial planning, team development and client management, holds a business degree in management and received the MDRT Culture of Excellence Diamond Agency Award in 2023.

‍

‍

Thomas R. McCoy, CLTCは1982年にファイナンシャル・サービスのキャリアをスタートさせました。M&E Catalyst Groupのアドバイザーであり、経営学の学士号を取得しています。McCoyはMDRTでさまざまなリーダーを務めた経験があり、今年度はPGA担当のグローバル・カウンシル・メンバーであり、MDRT Foundationのエクスカリバー・ナイトです。数々の社会奉仕活動に参加し、地域社会への献身を続けています。台風Yolandaで破壊されたフィリピンの家屋の再建プロジェクトをFoundationのグラントとして申請し助成金を受理しました。 

‍

Juli Y. McNeely, CFP, CLU は両親とも金融サービスの専門家という家庭で育ちました。現在は父が創設したMcNeely Financial Servicesの経営者として活躍する一方、自身がコーチングを指導する目的で設立したJuli McNeely Consulting LLCを経営しています。2014年には女性初のNAIFA会長に就任し、2015年にはWIFS Woman of the Year Awardを受賞しました。2016年に “No Necktie Needed: A Woman’s Guide to Success in Financial Services（ネクタイ不要。女性のためのファイナンシャル・サービス）”を出版しました。

Jazmín Veneranda Medrano Torres has seven years of experience as an insurance agent at Seguros Monterrey New York Life. She holds a bachelor’s degree in law and international affairs, and has served as a family court defender, a court clerk in a family court and as a government officer. With specialties in major medical expenses and retirement plans, Medrano Torres has received recognition for her accomplishments, such as being the Grand Diamond and Three Diamond Convention winner for major medical expenses and Two Diamond Convention winner for all insurance lines.

Xiao Yan Holly Miao is the founder of Sunnylife 1618 Financial Inc., and the co-founder and CEO of Sunnylife Prosperity. With master’s degrees in management and law, Miao has 10 years of experience in the financial services profession and has received multiple awards for her accomplishments.

卒業しました。前職は富士通株式会社。生命保険のキャリアに取り組んでからの功績は高く評価され、社長賞や支店コアバリュー賞など、数多くの賞を受賞しています。

‍

Paul Milbourne is the owner of Milbourne Insurance Solutions, a specialist insurance advice firm that provides financial security through personal insurance contracts for business owners and executives. As a leading life risk advisor with more than 24 years in financial services, Milbourne has built advice businesses, run one of the largest risk-only businesses for a large, mid-tier accounting firm and is now building his own firm again. He holds an advanced diploma in financial planning and has facilitated some of the largest life, TPD, critical illness and income protection insurance claims in his country.