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-
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