Financial Services Professional

As a New York Life Agent and Financial Services Professional, my practice focuses on:

  • Retirement Planning
  • Estate Planning
  • College Education Savings

Our client profiles are focused primarily on:

  • Professionals/Executives
  • Self Employed Business Owners
  • Families
  • Women Professional/Business

We help our clients crystalize their goals and create strategies to help  implement those goals . Through our knowledge,experience and  resources, we are dedicated to providing sound recommendations. 

I have been located here in Edina MN over the last 24 years. I work with clients in Minnesota and several states around the US.

Mangala Pai is recipient of the following:

  • NAIFA National Quality Award for 2018 
  • *Qualifying and Lifetime Member of the Million Dollar Round Table.

Please use my website as a resource, and do not hesitate to contact me for additional information or to schedule a meeting. Thank you for your interest and I look forward to visiting with you.

*The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Neither New York Life Insurance Company nor its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

Calculators

  • Cost of Retirement

    Use this calculator to estimate how much income and savings you may need in retirement.

  • IRA Eligibility

    Use this calculator to determine whether you qualify for the different types of IRAs.

  • Mortgage Acceleration

    This calculator can help you determine how soon you can pay off your mortgage.

  • Lifetime Earnings

    This calculator is designed to help you attach a dollar figure to your life’s work.

Newsletters

  • Protection to Help Your Family

    Explore the benefits of individual life insurance versus work-based coverage, and compare term and permanent policies.

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