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Appendix A Comparative Study of Traditional Products With New Products

This document appears to be a survey collecting information from individuals about their finances, insurance policies, and preferences regarding financial products. It asks respondents for personal details like name, occupation, and income. It also asks about their existing insurance policies, banking, and taxes. The survey aims to compare traditional and new financial products by having respondents rank and provide feedback on various insurance plans, savings modes, and product features.

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Rajesh Selvaraj
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24 views2 pages

Appendix A Comparative Study of Traditional Products With New Products

This document appears to be a survey collecting information from individuals about their finances, insurance policies, and preferences regarding financial products. It asks respondents for personal details like name, occupation, and income. It also asks about their existing insurance policies, banking, and taxes. The survey aims to compare traditional and new financial products by having respondents rank and provide feedback on various insurance plans, savings modes, and product features.

Uploaded by

Rajesh Selvaraj
Copyright
© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as DOC, PDF, TXT or read online on Scribd
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APPENDIX

A COMPARATIVE STUDY OF TRADITIONAL PRODUCTS


WITH NEW PRODUCTS
1) NAME

2) DATE OF BIRTH:
3) GENDER:
4) NATIVE:
5) OCCUPATION:
6) INCOME PER ANNUAL:
1) <50000 2)50001 to100000 3)100001to200000 4)>200000
7) EXPENDITURE PER ANNUAL:
1) <50000 2)50001 to100000 3)100001to200000 4)>200000
8) HOW MANY OTHER PERSONS IN A FAMILY YARN INCOME?
1) 1

2) 2

3) 3

4) 4

9) TOTAL INCOME OF THE FAMILY:


1) <50000 2) 50001 to100000 3) 100001to200000 4)>200000
10) TOTAL MEMBERS OF THE FAMILY:
1) 1

2) 2

3) 3

4) 4

11) HAVE YOU PAY INCOME TAX?

YES OR NO

IF YES AMOUNT 1) <5000 2) 5001TO10000 3)10001TO20000 4) >20000


12) ARE YOU HAVE BANK A/C

YES OR NO

IF YES SPECIFY .
13) HOW MANY INSURANCE POLICIES YOU HAVE?
14) POLICY PREMIUM?..............................

15) POLICY TERM.


16) POLICY SUM ASSURE
17) MODE OF PAYMENT..
18) BY WHOM YOU KNOW THE POLICY
19) ARE YOU HAVE THE ADDITIONAL BENEFITS WITH THIS POLICY?
YES OR NO
20) WHO IS THE PROPOSE OF THE POLICY
21) WHO IS THE LIFE ASSURED OF THE POLICY
22) HOW MANY OPTIONS HAD YOU FOR CHOSEN THE POLICY?
23) PLEASE RANK THE FOLLOWING POLICY
1) SAVE AND PROTECT
2) LIFE GUARD
3) SECURE +
4) LIFE TIME
5) SMART KID
24) PLEASE RANK THE FOLLOWING SAVING MODES
1) GOLD
2) SHARES
3) DEBENTURES
4) REAL ESTATE
5) BANK A/C
6) INSURANCE
25) RANK THE FEATURES
1) TERM
2) RETURN
3) RIDERS
4) PREMIUM
5) MODE
26) INSURANCE FOR INVESTMENT OR SAVINGS

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