Meet Evelyn

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.

Evelyn Tai

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

Contact Evelyn

1300 Concord Terrace
5th Floor,
Sunrise, FL 33323

Office: (954) 958-4246
Mobile: (561) 251-2105
Fax: (954) 958-4255

etai@ft.newyorklife.com

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 12 Agent (2017)
  • New York Life Chairman’s Cabinet Award (Top 50 agent for the company-2010-2017)
  • New York Life Chairman’s Council (1997-2017)
  • South Florida General Office ‘Agent of the Year’ Award (1998,2000,2006, 2010, 2013-2017)
  • Council President for New York Life South Florida General Office (2004-2007, 2009-2017)
  • New York Life ‘Annuity Superstar Champion’ (2000-2017)

Membership

  • Top of the Table member of Million Dollar Round Table (MDRT)* (2013-2017)
  • Court of the Table Member (1997-2012)
  • Qualified Life Member (Since 2007)
  • Qualified Member (1996-2017)
  • Member of Broward Chapter of NAIFA

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.

 +Financial Adviser offering investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser

English Bio

Chinese Bio