Yuan-Fen Lai is an accomplished financial services professional at New York Life. She has over 35 years of experience in the insurance and financial services industries. She is a member of MDRT (Million Dollar Round Table).
Yuan-Fen’s 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, 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 offers life insurance, long-term care insurance, mutual funds, variable and fixed annuities.
Besides serving her clients, Yuan is very active in serving the community. She is the current president for the Global Federation of Chinese Business Women Metro Las Vegas. She serves on the board for NAWBO and the Asian American Group. She received the 2018 Global Outstanding Chinese award and is a finalist for WODA 2018.