Individual/Family
Corporate Services
About
Frequently Asked Questions
News
The Sentinel Team
Account Logins
Investor 360
Personal Enrichment
Family Suite
WealthScape
Brinker
BNY Mellon
Customer Relationship Summary
Contact
Individual/Family
Corporate Services
About
The Sentinel Team
Frequently Asked Questions
News
Account Logins
Investor 360
Personal Enrichment
Family Suite
WealthScape
Brinker
BNY Mellon
Customer Relationship Summary
CONTACT
The Holistic Impact Calculator
STEP 1:
Upload MassMutual export file (.txt)
📁
Drag & Drop file here or click to select a file
Only .txt files are accepted
0%
Upload and Process Data
STEP 2:
Fill out the missing data in the fields below
Income Data
Client Name:
Gender:
Select
Male
Female
Other
Underwriting Class
Dividend Option
Policy Name
Riders
Current Age
Annual Income
$
Old Money
$
New Money
$
Years Paid
Retirement
Retirement Age
Semi-retirement age
New Money after semi-retirement
$
Income from Investments Paydown
Income Rate
%
Tax Rate
%
Years Paid after semi-retirement
Tax Rates
Ordinary Income
%
Short Term Capital Gains
%
Long Term Cap Gains / Dividends
%
Estate Tax
%
Management Fee
%
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
$
