QUESTIONNAIRE 1. ARE YOU EMPLOYED?

YES NO

If YES, only then proceed 2. DO YOU HAVE ANY INSURANCE POLICY? YES 3. NO

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

4.

WHICH COS INSURANCE POLICY YOU PREFER THE MOST? (RANK THEM) a) b) c) d) e) f) g) LIC ICICIPRUDENTIAL SBI LIFE INSURANCE ING VYSYA LIFE RELIANCE LIFE INSURANCE BAJAJ ALLIANZ LIFE INSURANCE ANY OTHER ________ (Specify)

5.

FOR HOW MANY YEARS DO YOU HAVE INSURANCE POLICY? (Please Tick)

a) <5Yrs

b) 5-10 Yrs

c) 10-15 Yrs

d) Any Other______ (Specify)

6.

WHAT DO YOU THINK ARE THE BENEFITS OF INSURANCE COVER?

(RANK THEM)

a) b) c) d)

COVER FUTURE UNCERTAINITY TAX DEDUCTIONS FUTURE INVESTMENT ANY OTHER _________ (Specify)

7.

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

8.

YOUR MONTHLY INCOME? a) <4k b) 4k-8k c) 8k-12k d)12k-16k

e)Other_____(Specify) 9. DO YOU REALLY THINK INSURANCE POLICY COVER IN TODAYS SCENARIO IS NOT ESSENTIAL? _____________________________________________________

10.

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

11.

HOW HAS/WOULD YOU BOUGHT/BUY AN INSURANCE? a) b) CUSTOMER APPROCHED INSURANCE COs INSURANCE COs APPROCHED CUSTOMER

12.

ARE YOU SATISFIED WITH THE POLICY? a) b) c) SATISFIED SAVING TOOL NOT SATISFIED NOT RESPONDING

13.

ARE YOU SATISFIED WITH THE SERVICE AGENT? a) b) c) SATISFIED SAVING TOOL NOT SATISFIED NOT RESPONDING

14

DO YOU PAY TAXES? YES NO

15.

WHERE HAVE YOU INVESTED FOR TAX SAVING? (RANK THEM) a) b) c) d) e) f) LIC NSC BONDS PPF PF EPF

16.

WHICH IS THE BEST FORM OF INVESTMENTS? (RANK THEM) a) FIXED ASSETS b) BANK DEPOSITS c) JEWELLERY d) SECURITIES, i.e. Bonds, MFs e) SHARES f) INSURANCE

17.

WHAT DO YOU INTENT TO GAIN FROM INVESTMENTS?

a) SAVING & RETURNS b) SECURITY c) TAX BENIFITS

18. WHATS THE RIGHT AGE TO BUY INSURANCE? a) AFTER 25 Yrs b) AFTER 35 Yrs c) AFTER 45 Yrs d) ANYTIME 19. HOW WOULD YOU RATE INDIAN INSURANCE COs? a) RIGID PLANS b) NON-USER FRIENDLY c) UNSATISFATORY SREVICES d) NON-AGGRESSIVE e) SATISFACTORY f) GOOD g) VERY GOOD

20. WHAT WOULD YOU LOOK FOR IN AN INSURANCE COs? (RANK THEM) a) A TRUSTED NAME b) FRIENDLY SERVICE & RESPONSIVENESS c) GOOD PLANS d) ACCESSIBILITY

21. ARE YOU PLANNING FOR NEW INVESTMENTS? PLANNING NOT PLANING

22.

WOULD YOU GO FOR INSURANCE IF A SERVICE PROVIDER AWAY FROM THE CITY OFFERS BETTER SERVICE & PRODUCTS? a) c) c) YES NO UNCERTAIN

THANK YOU

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