QUESTIONNAIRE.ON INSURANCE

March 7, 2017 | Author: aashiff | Category: N/A
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Respected Sir/Madam, I ………………., student of MBA, II nd year Sem. III of LN College of Management and Technology, assure you that the details which are to be submitted below will be used only for the academic purpose and project work under the name-   Investors Decision Making Pattern for Life Insurance I nsurance product and will be kept confidential.

Thank You, 1] Do you have investment/ insurance plan on your name?

Yes

No

2] In which company you would like to purchase investment plan? Government owned company

Public Ltd. Company

Private Company

Foreign Based Company

3] Provide the reason behind choosing particular investment company? Safety Good Track Record

Brand Name Good Return

4] Are you aware with the new unit link plane in the market? Yes

No

5] What kind of insurance policy/plan you would prefer to purchase at this stage?

Life Insurance

Pension Plans

Life Insurance and Investment Investment Plans Child Plans Tax saving plans

6] Provide the reason behind choosing the particular plan of investment? Security

Savings

Tax benefits

High Return

7] How much you would be willing to spend per annum if you were to go for an n investment  plane?

Less than Rs. 6,000

Rs. 6,001 – Rs. 10,000

Rs. 10,001 – Rs. 25,000

Rs. 25,001 – Rs. 50,000

8] What according to you is an ideal policy term? 3 to 5 year’s

6 to 9 years

10 to 15 year’s

16 to 20 years

21 to 25 year’s

26 to 30 years

More than 30 year’s

Whole life policy

9] Typically what kind of returns would you look at from your investments? Less than 5%

6% - 10 %

11% - 15 %

16% - 20 %

21% - 25%

26% - 30%

10] What motivates you to purchase insurance plan? Advertisements

High Returns

Family responsibilities

Advice from friends

Financial advisor

Company

11] Do you have any investment in MetLife Insurance? Yes

No

12] Would you like to buy any investment plane in MetLife Insurance? Yes

No

May be in future 13] How do you compare MetLife Insurance with other Company? Same as other

Average

Good one

The best amongst

14] Would you recommend others to invest in MetLife Insurance? Yes

No

Probably

15] Personal Detail-

  Name –-------------------------------------------------------------------------------------------------Designation –------------------------------------------------------------------------------------------Mobile  No-----------------------------------------------------------------------------------------------

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