Yuan-Fen Lai is an accomplished Financial Services Professional* at New York Life. She has over 35years of experience in Insurance and Financial Services industries. She is a Lifetime Member of MDRT (Million Dollar Round Table) which is the premier Association of Financial Professionals.
Her work focuses on financial planning, risk management, retirement planning, and estate conservation. For individuals, she provides planning and consultation on life insurance needs, college funding, mortgage protection, charitable giving, and IRA funding. For business owners, she helps set up buy-sell funding, deferred compensation, executive bonus, key person protection, and qualified plan funding. She also provides services on life insurance, long term care insurance, disability insurance, mutual funds, variable and fixed annuities.
After obtaining her Master’s degree from Boston University, Yuan has worked for several fortune 100 companies, including JP Morgan Chase and Bankers Trust (now Deutsche Bank).
Besides serving the clients, Yuan is very active in serving the community. She was the president for the Global Federation of Chinese Business Women Metro Las Vegas. She serves on the board for NAWBO. She has also volunteered in several community events.
*Yuan-Fen Lai, Registered Representative for NYLIFE Securities LLC (Member FINRA/SIPC). A Licensed Insurance Agency, 6325 S. Rainbow Blvd., Suite 400, NV 89118