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Respected Sir/Madam,

I ………………., student of MBA, II nd year Sem. III of LN College of Management


and Technology, assure you that the details which are to be submitted below will be used
only for the academic purpose and project work under the name- Investors Decision
Making Pattern for Life Insurance product and will be kept confidential.

Thank You,

1] Do you have investment/ insurance plan on your name?

Yes No

2] In which company you would like to purchase investment plan?

Government owned company Public Ltd. Company

Private Company Foreign Based Company

3] Provide the reason behind choosing particular investment company?

Safety Brand Name

Good Track Record Good Return

4] Are you aware with the new unit link plane in the market?

Yes No

5] What kind of insurance policy/plan you would prefer to purchase at this stage?

Life Insurance Pension Plans

Life Insurance and Investment Plans Child Plans

Tax saving plans


6] Provide the reason behind choosing the particular plan of investment?

Security Savings

Tax benefits High Return

7] How much you would be willing to spend per annum if you were to go for an n investment
plane?

Less than Rs. 6,000 Rs. 6,001 – Rs. 10,000

Rs. 10,001 – Rs. 25,000 Rs. 25,001 – Rs. 50,000

8] What according to you is an ideal policy term?

3 to 5 year’s 6 to 9 years

10 to 15 year’s 16 to 20 years

21 to 25 year’s 26 to 30 years

More than 30 year’s Whole life policy

9] Typically what kind of returns would you look at from your investments?

Less than 5% 6% - 10 %

11% - 15 % 16% - 20 %

21% - 25% 26% - 30%

10] What motivates you to purchase insurance plan?

Advertisements High Returns

Family responsibilities Advice from friends

Financial advisor Company


11] Do you have any investment in MetLife Insurance?

Yes No

12] Would you like to buy any investment plane in MetLife Insurance?

Yes No

May be in future

13] How do you compare MetLife Insurance with other Company?

Same as other Average

Good one The best amongst

14] Would you recommend others to invest in MetLife Insurance?

Yes No

Probably

15] Personal Detail-

Name –--------------------------------------------------------------------------------------------------

Designation –-------------------------------------------------------------------------------------------

Mobile
No-----------------------------------------------------------------------------------------------

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