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MMT Financial & Insurance
Educate • Protect • Wealth
Marc Merritt — NYS Life, Health, FIA Licensed since 2001, LA # 1010090
Marylene Teopengco-Merritt — NYS Life & FIA Licensed since 2017, LA # 1298496
📞 Marc Merritt, RVP: 1-646-645-2453
📞 Marylene Teopengco-Merritt, RVP: 1-631-579-1904
Tip: On mobile, the policy and retirement tables can be scrolled left/right.
Client & Household Information
Address
Health & Lifestyle Information
Existing Insurance Policies & Carriers
Life, Term, Whole Life, IUL, Annuities, Disability, LTC, etc.
| Policy Type | Carrier | Policy # | Coverage ($) | Monthly Premium ($) | Remove |
|---|---|---|---|---|---|
| Total Monthly Premiums | |||||
401(k), 403(b), IRA, Roth, Pension & Other Retirement Accounts
| Account Type | Provider / Custodian | Employer | Current Value ($) | Monthly Contribution ($) | Remove |
|---|---|---|---|---|---|
| Totals | |||||
Life Insurance Needs Analysis
Monthly Retirement Budget
Calculated from Client + Spouse annual salaries ÷ 12.
Sum of premiums + contributions + tax refund + other monthly savings.
Household Monthly Income − Living Expenses − Total Current Monthly Retirement Savings