Survey Questionnaire

These section is about the Importance of life insurance. Please tick the appropriate
boxes and add your comments where relevant boxes?
1. Which of these long-term savings you are aware of?

Life Insurance
Fixed deposit
Mutual Funds
Securities (Shares and Debentures)
Post Office Saving
Post Office Saving
Other Answer
Sun Life Financial in Philippines
Variable Life Insurance in Philippines
Other (pl. specify)

2. Have you taken any life insurance policy

YES

NO

3. If Yes
From which source did you come to know about life insurance?

Newspaper or magazine
Bank
Radio
Television
Telemarketing
Friend
Agents
Internet
Other (pl. specify)

4. What are the reasons that may have held you to insure in life insurance? (Please rate
them on extent of impact)
Very Low
Very High
A. Lack of awareness
B. Returns not lucrative enough
C. Promotional measures not attractive
D. Comfortable about the service that they
they offered

1
1
1
1

2
2
2
2

3
3
3
3

4
4
4
4

5
5
5
5

5. If you are holding a life insurance policy, please mention the name of the policy that
you taken and the name of the company?
Policy Name : _________________________
Company Name : _______________________
6. What prompted you to buy the life insurance policy from the company named by
you? (please rate them on scale of importance)
Very Low

Very High

(a) Brand image of the Company

(b) Excellent past record of performance

(c)My friend/acquaintances have bought from this

company

(d) Impressed the companys Ads and promotion

(e) Desire to try out a new company

(f)Any other

7. Are you able to recall any Accidental death or Ad about life insurance in general
and / or life insurance product in particular
Yes

No

9. Advertisement of that company want/s you to know belief?

Very low

Very high

(a) life insurance, a must for family

protection
(b) should go for compulsory long term
savings
(c) should express my love for family
through life insurance
(d) should have adequate risk coverage
(e) can save tax through life insurance
(f) can have peace and mental
satisfaction
(g)should have economic independence
and dignity in old age
(g)should have economic independence
and dignity in old age
(h) any other (Please specify

1
1
1

2
2
2

3
3
3

4
4
4

5
5
5

10 What are plan of life insurance that you have?

Comprehensive Health Benefits

Guaranteed Life Insurance Protection
Flexible Investment Fund
Accident and Disability Protection
Flexible Payment Choices
Loyalty Bonus
100% Capital Protection*
Other Suggestion

11. What is your options about life insurance?

Please give reasons: ___________________________________________________