New York Life
Evelyn Tai and her fellow financial professionals are proud to be affiliated with New York Life Insurance Company. New York Life and its wholly-owned subsidiaries provides Life Insurance,Variable Annuities1,Fixed and Deferred Annuities Long-Term Care Insurance, and Mutual Funds1.
A mutual insurance company, New York Life is one of the largest mutual individual life insurance companies in the United States.
1Securities offered through NYLIFE Securities LLC(member FINRA/SIPC).
The Advanced Planning Group
The Advanced Planning Group collectively leverages years of practical experience and disciplines in law, accounting and financial services to provide New York Life agents unparalleled assistance in estate, business, and life insurance planning. Because the Advanced Planning Group supports agents who have a nationwide clientele, the group has insight consulting on estate and business plans at all levels of wealth across all 50 states. The Advanced Planning Group is called to action to advise on hundreds of businesses and estate plans each year; which allows Evelyn Tai to bring value and insight to your planning situation.
The Advanced Planning Group does not provide specific legal, tax or accounting advice.
MainStay Investments
MainStay Investments believes their multi-boutique structure and leadership give them an advantage that helps deliver long-term results to their clients. They provide investment insights as well as wealth-building and wealth-preservation educational tools.
Eagle Strategies, LLC
Through Eagle Strategies, Evelyn Tai provides fee-based financial planning, investment advisory services and access to investment management programs. Eagle Strategies LLC is registered with the Securities and Exchange Commission as an "Investment Adviser" and is an indirect, wholly-owned subsidiary of New York Life Insurance Company.