questionnaire on insurance

5/16/2018 Questionnaire on Insurance - slidepdf.com

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Questionnaire Name: Srujan

1. Age group:

a) below 30 b) 31-40 c) 41-50 d) 51-60

e) above 60

2. Which vehicle do you own: two wheeler

a) Two wheeler b) Four wheeler

3. Educational Qualification: Post graduate

a) Under Graduate b) Post graduate c) Diploma

d) Any other specify……………………….

4. Occupation: Employed

a) Student b) Employed c) Self employed

d) any other specify……………………….

5. Annual income: 1-3 lakhs

a) Below 1 lakh b) 1-3 lakhs c) 3-5 lakhs

d) Above 5 lakhs

6. What percentage of your salary do you usually save? 15-20%

a) Less than 15% b) 15-20% c) 20-25%

d) more than 25%

7. What kind of investment do you prefer?



a) Short term b) Long term c) Both c

8. Your interest towards investments: Income generation

a) Income generation b) capital preservation

c) Capital appreciation and income generation

d) any other specify ………………………………..

9.Rank these various investment alternatives according to your Preferences:

S.NO Investment Alternatives Rank

1.Bonds & Debentures

6

2.Share Market

8

3.Mutual fund

7

4.Public Provident Fund(PPF)

2

5.Post Office Savings

4

6.Insurance

3

7.Bank Deposits

1

8. Real Estate 9

9.Gold & silver

5

10. Any other

specify…………………………….

10.State your expectation on investment alternatives by ticking according

to your importance:



Expectations on

investment

Highly

important

Important Neutral Least

important

Not

important

Safety 1Capital appreciation 1

Liquidity 1

Return 1

Tax benefit 1

Company profile &

Brand name

1

11.Do you think insurance is important ?

a) Yes b) No

12. Do you feel whether private insurance companies are Beneficial?

a) Strongly Agree b) Agree

c) Disagree d) StronglyDisagree

13.How do you decide about investing in life insurance?

a) On my own b) Family Decision

c) Employer decides d) Financial Advisor

14.Do you have Life Insurance Policy?(if ‘no’ pls go to Q.no 18)

a) Yes b) No

15.If ‘Yes’ which Insurance company policy do you have?

a) LIC b) SBI life insurance c)Bajaj Allianz

d) Reliance life insurance e) HDFC life f) ICICI Prudential

g) any other specify……………………………………………



16.What scheme of insurance policy have you taken?

a) Life protection plan b) Education plan c) Retirement plan

d) Health plan e) Money growth plan

f) any other specify……………………………………..

17.What parameters do you look into before you take up a life insurance

policy? And tick the following parameter according to

your importance:Parameters considered before

taking up insurance policy

Highly

Important

Important Neutral Least

Important

Not

Important

Premium

charges

Policy term

Rider Benefits

Bonus & Interest

Services(pre & post Sales)

AccessibilityCompany Image

18. Are you Aware of Joint venture between HDFC bank with Standard

Life Plc of UK to form a private sector insurance company called

HDFC STANDARD LIFE?

a) Yes yes b) No

19. Would you like to invest in HDFC STANDARD LIFE

INSURANCE?

a) Yes b) No

20. If ‘YES’ What will make you to invest in HDFC STANDARD LIFE

INSURANCE?



a) Brand image b) Diversity c) Growth potential

d) Transparency e) Utmost Good Faith

f) any other specify……………………….

21. Among the following Life Insurance Companies in which company

you will be willing to take a life insurance?

a. Bajaj Allianz i) Sahara

b. HDFC Standard life j) ING vysya

c. Birla sun life k) Aviva Dabur

d. SBI Life l) Kotak Mahindra

e. ICICI Prudential m) LIC

f. Reliance life insurance n) AXA- Bharati

g. Met Life Insurance

h. Max New York

questionnaire on insurance

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