Meet Evelyn

Our Mission Statement

Evelyn is committed to work with you to identify your financial needs and goals; provides holistic solutions by integrating Investment, Insurance, and taxes strategy to design a financial plan that are customized to your needs. Evelyn specializes in helping business owners and high net-worth individuals and families with their estate conservation, retirement planning, college funding, insurance protection, employee benefit, and other personal or business financial needs.

Evelyn is extremely knowledgeable, professional and is whole-heartedly looking after her clients’ needs and interest. Evelyn is confident that she can provide you with quality professional financial service in the years to come to help you achieve your financial dream and goals.

宋曼萍致力於了解您的財務需求和目標，結合投資，保險和省稅策略爲您量身定做專屬您的財務管理方案實現您的財富目標。宋曼萍一直致力幫助企業擁有人，高資產個人及家庭去滿足在遺產保存，退休規劃，大學基金，保險，員工福利等財務需求，

宋曼萍全心全意為您提供專業的知識，深入分析您的財務狀況，制定可行的專屬理財計劃，助力您的財富增長和長遠保障。

Evelyn M. Tai, CPA, CLU®, ChFC®

Evelyn Tai

Agent, New York Life Insurance Company

Registered Representative+, Financial Adviser^

CA Insurance License #0E33942

Contact Evelyn

1300 Concord Terrace
5th Floor,
Sunrise, FL 33323

Office: (954) 958-4246
Cell: (561) 251-2105
Fax: (954) 491-2101

etai@ft.newyorklife.com

Evelyn received Master of Taxation from University of Houston. Evelyn holds the Certified Public Accountant (CPA#), Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®) designations.

For the past 30 years, Evelyn has been helping business owners and high net worth individuals and their families with their unique financial needs. She provides holistic solutions by integrating Investment, Insurance and Taxes Savings# strategies to help clients with estate conservation, retirement planning, college funding, insurance protection, employee benefit, and other personal or business financial needs.

Due to the trust and support of her clients, Evelyn has continuously received numerous industry awards for her performance, including being a "Top of the table" and Lifetime member of the “Million Dollar Round Table (MDRT*)” and New York Life’s “Chairman Cabinet Award”, “Annuity Superstar Champion” and “Agent of the Year” Award for the South Florida Office1.


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 28 Agent (2022)
  • New York Life Chairman’s Cabinet Award (2010-2022)
  • New York Life Chairman’s Council (1997-2010, 2023)
  • South Florida General Office ‘Agent of the Year’Award (1998, 2000, 2004-2007, 2009-2019, 2021-2023)
  • New York Life ‘Annuity Superstar Champion’ (2000-2019, 2021)

Industry Association Recognition

  • Top of the Table member of the Million Dollar Round Table (MDRT) (2013-2022)
  • Court of the Table member of MDRT (1997-2013)
  • MDRT Life Member of MDRT
  • MDRT Member (1996-2022)
  • Member of Broward Chapter of The National Association of Insurance & Financial Advisors (NAIFA)

English Bio

Chinese Bio

1Awards based on sales production.

*MDRT, the Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

#Evelyn M. Tai does not offer tax, legal or accounting advice.

+Registered Representative offering securities through NYLIFE Securities LLC, member FINRA/SIPC, a Licensed Insurance Agency

^Financial Adviser offering investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser NYLIFE Securities LLC and Eagle Strategies LLC are New York Life companies.