QUESTIONNAIRE

1. What percentage of your income do you save normally?

5% - 10% 10 % - 25% 2 5% - 40% >45%

2. Rank the following investments according to your preference (1-5)?

a) Bank Deposit ……….

b) Stocks/Shares ……….

c) Mutual Funds ……….

d) Gold/ Commodities ……….

e) Insurance ……….

3. Do you think insurance policies are necessary in present world?

No Yes To some extent can’t say

4. Are you aware of latest updates in insurance policies and schemes?

Yes No

5. Do you have any Insurance Policy?

Yes No

6. If yes which type of policy do you have?

 Life Insurance Health Insurance General Insurance others

7. What type of Insurance do you prefer?

ULIP Conventional

8. Do you have any ULIP policy?

Yes No

9. If yes, which are the factors that you prefer the most?

Returns Risk raiders switch options others

10. Your mode of awareness about Insurance companies?

Media Advertising friends& relatives Company reference Agents

11. Among life insurance companies which one do you prefer the most (rank them)?

LIC ……….

Tata AIG ……….

ICICI prudential ……….

Bajaj Allianz ……….

Kotak Mahindra ……….

12. While selecting an insurance company for investments what is that you consider the
most?

i. Brand Name

ii. Market Share/ Size

 iii. Returns/Benefits offered

iv. policy charges/ track record

13. Do you consider market condition as an important tool for investment in Insurance
policies?

Yes No

14. At what market condition do you prefer to invest in Insurance?

Boom Slack can’t say

15. Your view about private insurance companies and their services.

Bad I-------I-------I-------I-------I-------I-------I-------I-------I------IGood

10 20 30 40 50 60 70 80 90 100

16. Write a few lines suggesting for the benefit of public about insurance companies and its
services.

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Personal Details
1. Name: ___________________________

2. Age of the person?

__________________Years

3. Educational Background?

S.S.L.C H.S.C UG PG

4. Years of work experience?

__________________Years

5. Mobile no: ___________________