Presented by Yuan-Fen Lai
Women are more likely than men to become caregivers for aging or disabled family members. And often, women must juggle these caregiver duties with being a parent, managing a household and even a full-time job. Now think about what would happen if, one day, you needed care yourself. What impact could it have on your family, your plans for retirement, your quality of life? Come and join the presentation about important issues facing women and long-term care planning. This presentation will includes:
- What it means to live a long life
- Who is most affected by long-term care
- Evaluate your retirement plan
- Long-term care financing options
- The long-term care insurance solution
About Yuan-Fen Lai:
Yuan-Fen Lai is an accomplished Financial Services Professional at New York Life. She has over 20 years of experience in insurance and financial services industries, specializing in retirement planning and estate conservation. She is a member of MDRT (Million Dollar Round Table) which is the premier Association of Financial Professionals.
Yuan is passionate about helping individuals and businesses in organizing their assets and managing risks. She offers life insurance, long term care insurance, disability insurance, variable and fixed annuities. On personal planning, she helps individuals to plan for life insurance needs, estate conversation, college funding, mortgage protection, charitable giving and IRA funding. For business planning, she helps business owners to set up buy-sell funding, deferred compensation, executive bonus, key person protection and qualified plan funding.
After obtaining her Master’s degree from Boston University, Yuan have worked for several fortune 100 companies, including JP Morgan Chase, Bankers Trust (now Deutsche Bank), and Blue Cross and Blue Shield.
Yuan’s leadership and multi-cultural fluency continues outside of her professional life and flows into the community. Yuan is a current board member of the OCA (Organization of Asian America) NJ Chapter and Murray Hill Chinese School, and a committee member for the Millburn/Short Hills Community Services Award Committee and Senior Citizen Services Committee. She also volunteers at Good Grief, Inc. which is a non-profit organization in Morristown, NJ that helps children and teens to cope with losses.
Financial Services Professional
Certified in Long Term Care
New York Life
(973) 462 3887