Our Mission
Evelyn is committed to working with you to identify your financial needs and goals; designing financial strategies that are customized to your situation; and providing quality service in the coming years to help you achieve your financial goals.
Evelyn is extremely knowledgeable professionally and is whole-heartedly looking after her clients’ needs and interest. On that account, she works to earn their trust. Evelyn specializes in helping business owners and high-net-worth individuals and their families with their unique financial needs. Evelyn is confident that she can provide you with the best financial planning* that you need.
Meet Evelyn Tai (宋曼萍), ChFC®, CLU®, CPA®
Agent, New York Life Insurance Company; Registered Representative offering securities through NYLIFE Securities LLC, member FINRA/SIPC, a Licensed Insurance Agency; *Financial Adviser of Eagle Strategies LLC, a Registered Investment AdviserCA Insurance License #0E33942
Education & Designations
- Master of Accounting, (University of Houston)
- Bachelor of Business Administration, (National Taiwan University)
- Certified Public Accountant CPA#
- Chartered Life Underwriter (CLU®)
- Chartered Financial Consultant (ChFC®)
- Registered Representative of NYLIFE Securities LLC
- Financial Adviser, Eagle Strategies LLC+
Achievements1
- New York Life #1 Female Life Producer (2016)
- New York Life Top 19 Agent (2020)
- New York Life Chairman’s Cabinet Award (Top 50 agent for the company (2010-2020)
- New York Life Chairman’s Council (1997-2020)
- South Florida General Office ‘Agent of the Year’Award (1998, 2000, 2006, 2010, 2013-2019)
- Council President for New York Life SouthFlorida General Office (2004-2007, 2009-2017)
- New York Life ‘Annuity SuperstarChampion’ (2000-2019)
Membership
- Top of the Table member of Million Dollar Round Table (MDRT)* (2013-2020)
- Court of the Table member of MDRT (1997-2012)
- Qualified Life Member of MDRT (Since 2007)
- Qualified Member Since 1996
- Member of Broward Chapter of NAIFA
English Bio
Chinese Bio
