Our Resources

New York Life

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 Annuities2 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* and holds the highest possible financial strength ratings currently awarded to any life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody’s Investor Service (Aaa), Standard & Poor’s (AA+). *Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/12/17.  For methodology, please see http://fortune.com/fortune500/(Source: Individual independent rating agency commentary as of 8/1/17)

1Securities offered through NYLIFE Securities LLC(member FINRA/SIPC) 2 Issued by New York Life Insurance Company and New York Life and Annuity Corporation.

The Advanced Planning Group

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.

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New York Life

MainStay Investments

MainStay Investments believes their multi-boutique structure and leadership give them an advantage that helpes deliver long-term results to their clients. They provide investment insights as well as wealth-building and wealth-preservation educational tools.

Eagle Strategies, LLC

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.

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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