QUESTIONAIRE 1.

Name _________________________________

2.

Address _________________________________ _________________________________ _________________________________

3.

Age

a. b. 4 a. b.

Less than 25 25 35 Qualification Graduate Postgraduate

c. 35-45 d. 45 and above

c. Diploma d. Other discipline

5.

6.

6.

Occupation a. Business c. Job holder b. Professional d. Other c. What is your average annual income? a. Up to 1 lakh b. 1 lakh to 3 lakhs c. 3 lakhs to 5 lakhs d. 5 lakhs and more

7. Your family size a. b. c. Below 5 members 5 10 members Above 10 members

8.According to you life insurance is, a. A tax saving plan b. A saving scheme with good return c. A financial security for the family d. Risk coverage e. All the above

9.

Which are in these? a. Unit gain plan b. Invest gain plan c. Whole life plan d. Children plan e. Pension plan

10. Are you aware of the benefits in your policy? Yes No

If yes what are they? a. b. c. d. Sum assured Additional benefits Maturity date Risk coverage

11. According to you what are the disadvantages in an insurance plan? a. b. c. d. e. f. g. Lapsation Liquidity Fixed term Unable to decide your premium Unable to decide the sum assured High risk coverage at high premiums Other disadvantages

12. In which of the following would you like to invest? a. b. c. d. e. f. Equity fund Debt fund Balanced fund Cash fund Mutual fund Recurring deposits

13. What is your main motive behind investing in life insurance? (a) Tax Benefit (b) Savings (c) Risk Cover (d) Return/Yield 14. How do you decide about investing in life insurance? (a) On my own (b) family decision (c) Employer decides (d) as per the guidance of agent

15 . Which life insurance policy would you prefer to buy? (a) Term Assurance (b) Whole Life (c) Endowment (d) Combination of Whole Life and Endowment (e) Unit Linked 16. DO YOU HAVE ANY INSURANCE POLICY? YES NO

17. WHICH INSURANCE POLICY DO YOU HAVE? LIFE NON-LIFE BOTH

18. WHICH COS INSURANCE POLICY YOU PREFER THE MOST? (RANKTHEM) a) LIC b) ICICIPRUDENTIAL c) SBI LIFE INSURANCE d) ING VYSYA LIFE e) MAX NEW YORK LIFE INSURANCE f) TATA AIG LIFE g) ANY OTHER ________( Specify)

19. WHAT DO YOU THINK ARE THE BENEFITS OF INSURANCE PLAN? (RANK THEM) a) COVER FUTURE UNCERTAINITY b) TAX DEDUCTIONS c) FUTURE INVESTMENT d) ANY OTHER _________ (Specify)

20. WHICH FEATURE OF YOUR POLICY ATTRACTED YOU TO BUY IT? (RANK THEM) a) LOW PREMIUM b) LARGER RISK COVERAGE c) MONEY BACK GUARNTEE d) REPUTATION OF COMPANY e) EASY ACCESS TO AGENTS f) ANY OTHER _________ (Specify)

21. WHATS YOUR PERCEPTION ABOUT INSURANCE? (RANK THEM) a) A SAVING TOOL b) A TAX SAVING DEVICE c) A TOOL TO PROTECT FUTURE