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QUESTIONNAIRE Read carefully before answering the Questions. Please do not leave any question blank.

I assure you that the details given by you will be kept strictly confidential and will be used purely for my research purpose. No individual data will be reported. I. The following questions concern your position and other personal information. 1. Name: 2. Age 1. 20-30 yrs 3. Gender 1. Male 4. Qualification 1. Diploma 2. UG 3. PG 4. Others 2. Female 2. 30-40 yrs 3. 40-50 yrs 4. Above 50 yrs

5. Income (Per month) 1. <10000 2. 10k-20k 3. 20k-30k 4. 30k-40k 5. Above 40k

6. Do you have any Life Insurance? 1. Yes 2. No

7. In which company you have Life Insurance Policy? 1. LIC 2. ING Vysya 3. HDFC 4. ICICI 5. Others

8. Do u examine about the plans before going to invest in insurance? 1. Yes 2. No

9. Tick on what the life insurance company provides? 1. Security for life 2. Investment Opportunity 5. Pension 3. Tax Benefit

4. High returns

10. Among various insurance companies why did you chose the above mentioned company 1. Reputation of the company 3. Benefit of the policy 11. Is the premium within your budget? 1. Yes 2. No 2. Price of premium of policy 4. Flexible premium payment options

12. Do you know about Unit Linked Life Insurance Plan? 1. Yes 2. No

13. What is the best option of investment? 1. Unit Linked Plan 2. Life Insurance 3. Mutual Fund 4. Share Market

14. How much percentage of your salary are you saving monthly 1. 10%-20% 2. 20%-30% 3. 30%-40% 4. 40%-50%

15. What factors would you consider most important before choosing an investment? 1. How quickly i will be able to increase my wealth. 2. The opportunity for steady growth. 3. The amount of monthly income the investment will generate. 4. The safety of my investment principal. 16. Most preferred form of investment? 1. ULIP 2. MF 3. Equity Trading 4. F.D, P.O 5. Bank savings

17. How long do you plan to stay invested in ULIP? 1. 3-5 yrs 2. 5-7 yrs 3. 7-10 yrs

4. 10-20 yrs

18. What financial goals do you plan to achieve through the money you will get from ulip? 1. Marriage 2.Child education 3. Retirement 4. Tax savings other 19. What do you feel after investing in Unit Linked Plans in LIC? 1. Good 2. Averagely Satisfied with the Investment Decision 3. Cheated 20. Reasons for investing in Unit Linked Plans in LIC? 1. Return 2. Schemes are Good 3. Recommended by family and friends 4. Needs to save tax 5. Offers multiple benefits investment+insurance+tax saving 21. How do you rate the schemes with Unit Linked Plans in LIC? 1. Good 2. Average 3. Poor 22. How do you rate the risk associated with Unit Linked Plans in LIC? 1. Good 2. Average 3.Poor

Different types of charges charged by the insurers from the insured. S.no 23 24 25 26 Charges Mortality Charges Premium Allocation Charges Fund Management Fees Administration Charges High Average Low

Do you view following factor/sources of information important while investing in ULIPS? S.no Strongly Agree Safety Liquidity Return earned Tax savings Performance of past schemes Rating of ULIP by Agencies Advertisements Recommendations of friends and relatives. Flexible Agree Neutral Disagree Strongly Disagree

27. 28. 29. 30. 31. 32. 33. 34.

35.

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