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For Life Insurance Product". The Objective of Study Is To Know Investors Decision

This document contains a survey about investors' decision-making patterns for life insurance products. It asks respondents for personal information like name, age, income, and occupation. It then asks a series of multiple choice questions to understand respondents' sources of income, satisfaction levels, investment interests, preferred industries, factors influencing life insurance purchases, current policies, premium payment durations, information sources, policy types, investment motives, fulfillment of motives, investment percentages, preferred premium structures, investment objectives, and preferred premium payment modes or time periods. The purpose is to gain insights into how investors make decisions regarding life insurance products.

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Nicholas Craig
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55 views3 pages

For Life Insurance Product". The Objective of Study Is To Know Investors Decision

This document contains a survey about investors' decision-making patterns for life insurance products. It asks respondents for personal information like name, age, income, and occupation. It then asks a series of multiple choice questions to understand respondents' sources of income, satisfaction levels, investment interests, preferred industries, factors influencing life insurance purchases, current policies, premium payment durations, information sources, policy types, investment motives, fulfillment of motives, investment percentages, preferred premium structures, investment objectives, and preferred premium payment modes or time periods. The purpose is to gain insights into how investors make decisions regarding life insurance products.

Uploaded by

Nicholas Craig
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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I, Anand Patel from the UGC collage of business administration studying in T.Y.

BBA
SEM 6th (FINANCE). I am doing research on investors decision is making Pattern
for Life Insurance Product". The objective of study is to know investors decision
making pattern for life insurance product. This study is only for academic purpose. And
will be kept completely confidential.

Personal Information:Name: - ___________________________________________________


Mo. no: - _________________
Age: - ___________
Income (Annual income):- _____________
Gender: -

( ) Male

( ) Female

Types of occupation: CA_________


Property dealer___________
Financial adviser______________
Others____________
Q.1) What is your source of earning?
( ) Private Job
( ) Business
( ) Government job
Q.2) Are you satisfied with the earning?
( ) Yes

( ) No

Q.3) Are you interested in investing?


( ) Yes

( ) No

Q.4) Would you like to invest in some other part time work?
( ) Yes

( ) No

Q.5) in which industry would you like to involve yourself?


( ) Insurance
( ) Banking & Finance
( ) Education
( ) Others

Q.6) (if yes, than) which factors responsible for investment in life Insurance product?
(Multiple)
( ) Tax benefit
( ) Risk coverage & saving
( ) Security with high return
( ) Money back guarantee
( ) Larger risk covariance
( ) Others
Q.7) which companies Life Insurance do you have?
( ) LIC
( ) Bajaj Allianz
( ) Reliance Life Insurance
( ) Kotak Life Insurance
( ) Others
Q.8) How many year are you ready to pay premium for your Insurance scheme?
( ) less than 3 years

( ) 3 - 5 years

( ) 6 - 9 years

( ) more than 10 year

Q.9) How did you come to know about your present Life Insurance? [Multiple]
( ) Family/ Relatives
( ) Friends
( ) Agent
( ) Advertisement
( ) Others
Q.10) which type of Insurance policy do you have? [Multiple]
( ) Individual Med shield policy
( ) Motor Vehicle policy
( ) Disability benefit
( ) Accident policy
( ) Trade
( ) Others specify________________________________

Q.11) what is your motive when you Invest in Insurance?


( ) Only investment
( ) Only Insurance
( ) Investment + insurance
Q.12) Selected Insurance policy fulfills your motive?
( ) Yes

( ) No

Q.13) Haw many percentage of you spend for investment?


( ) None
( ) 1O%
( ) 20
( ) 30%
( ) More than 30%
Q.14) which premium policy you prefer most?
( ) Single Premium Policy
( ) Annuity policy
Q.15) what are your main objective behind the investing?
High priority -4, Average priority -3, less priority-2, least priority-1
Objective

High
priority

Average
priority

Less priority

Tax saving
Future security
Pension
Speculation

Q.16) which is your preferred mode or time period for paying premium amount?
( ) Monthly
( ) Quarterly
( ) Half
( ) yearly

Least
priority

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