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Whole Life Insurance Evaluator

Policy Holder Birth Date (MM/DD/YYYY)
Policy Statement Date (MM/DD/YYYY)

Total Cash Value
Past Year's Cash Value Increase
Net Death Benefit for the previous year (if you know it)
Net Death Benefit for the current year (only if no previous year NDB)
Original Policy Amount (only if no previous year NDB)
Policy Premium Paid

The tools doesn't currently do the best job of checking input values and will not report nonsense inputs, so double-check for typos. The calculator computes the return on the policy for the previous year. Values you enter are not save or stored. Disclaimer: Use at your own risk. Neither Skewray Research, LLC nor Brian M. Sutin provide financial advice.