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2017
July
R
Retirement solution of BSLI
Retirement solution of BSLI
Insurance Solution
0%
Questions marked with a
*
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*
1. what percent of monthly salary do you save ?
Upto 10%
11 - 20%
21 - 30%
Above 30%
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2. Do you have any investment/insurance plan on your name ?
Yes
No
*
3. In which company you would like to purchase investment plan ?
Government owned company
Public Ltd. Company
Private Ltd. Company
Foreign based company
*
4. Provide the reason behind choosing particular investment company ?
Safety
Brand Name
Good track record
Good return
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5. What financial steps have you taken for retirement ?
None
Participate in my employer's pension program
Set a side money in saving account
Set up an individual retirement account
purchase certificates of deposites
Invested in mutual funds
Invested in stocks
Invested in bonds
Other
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6. Who have you contacted for retirement financial advice ?
No one
Financial planner
My bank
Insurance Agent
other
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7. What companies, magazine and/or web sites have you used to obtain retirement advice ?
*
8. How much you would be willing to spend per annum if you want to go for investment plan ?
less than 10,000
10,001 - 25,000
25,001 - 50,000
More than 50,000
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9. What kind of return would you look at from your investment ?
less than 5%
6% - 10%
11% - 15%
16% - 20%
21% - 25%
26% - 30%
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10. What motivates you to purchase insurance plan ?
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High returns
Family responsibilities
Advice from friends
Financial advisor
Company
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