Alumna of the Month

Evelyn M Tai

Evelyn M Tai


October 2014

For the past thirty years, Evelyn’s expertise has been helping clients with custom tailored solutions to estate conservation, retirement planning, college funding, insurance protection, employee benefit, and other personal or business financial needs. In addition to having the Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®), she is also a Certified Public Accountant (CPA) and a Registered Investment Adviser Representative with Eagle Strategies LLC, a Registered Investment Adviser and a subsidiary of New York Life Insurance Company. Due to the continuous trust and support of her clients, she has received numerous industry awards for her performance, including being "Top of the Table" and Life time member for  the Million Dollar Round Table, and the 2010, 2011 and 2013 Council President (Highest Producing Agent) for New York Life South Florida office.  Evelyn is also a member of Broward Chapter of National Association of Insurance and Financial Advisers(NAIFA).

Evelyn is an active member of The American College’s Alumni Association, and she was a panelist at The American College’s Miami LIVE Alumni Tour Event.  The panel discussion titled, “Mining Your Network,” featured successful sales agents sharing their top sales and marketing ideas.  

For her commitment to education and the financial services industry, we are proud to recognize Evelyn Tai, CLU®, ChFC®, CPA®, as the October 2014 Alumna of the Month.