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Individual/Family
Corporate Services
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Account Logins
Investor 360
Personal Enrichment
Family Suite
WealthScape
Brinker
BNY Mellon
Customer Relationship Summary
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MassMutual Data Upload
Upload MassMutual Data File (.txt)
Please upload a valid MassMutual export file in .txt format
Upload and Process Data
Client Name
Client Name:
Gender:
Select
Male
Female
Other
Underwriting Class
Dividend Option
Policy Name
Riders
Current Age
Annual Income
$
Old Money
$
New Money
$
Years Paid
Tax Rates
Ordinary Income
%
Short Term Capital Gains
%
Long Term Cap Gains / Dividends
%
Management Fee
%
Estate Tax
%
Retirement
Retirement Age
Income from Investments Paydown
Income Rate
%
Tax Rate
%
Semi-retirement age
New Money after semi-retirement
$
Years Paid after semi-retirement
Investment Allocation
Muni Bond
Taxable Fixed Income
Aggressive and/or Alternative
Equities
Percentage Allocated
%
%
%
%
Assumed Rate to Return
%
%
%
%
Equity Rate Allocations
Short term Cap Gains
%
Dividends/LTCG
%
Unrealized Cap Gains
%
Term Insurance
Face Amount
$
Premium
$
For How Long
Product Name
Whole Life
Face Amount
$
Premium
$
