Life Planner Survey

Introduction

Book a Consultation with Us! Thank you for choosing to take part in the Financial Health Review Please remember that everything you tell us is completely confidential and will be used only for the purpose of producing statistics.

Your Details

Full Name

Mobile Number

Date of Birth/Age

Financial Health Review

4. Are you referred by any of our Life Planner? If yes, please state the name.

No Others

Life Planner name

Are you the main earner in your household?

Yes Other Family Member

How confident do you feel managing your money?

Don’t know Very confident Not to answerFamily member cares

If you lost your main source of household income, how long could your household continue to cover living expenses, without borrowing any money or ask for help from friends or family?

Less than a week Less than 1 month Less than 6 month Don’t know Prefer not to say

Do you need low premium Term Life Insurance?

My Family members depends on My Income I have debts, so if I die my other family members would be responsible for I don't have enough savings or assets to cover all my obligations I want advice Not needed

Financial Health Review

Have you properly checked how much Life Insurance you have?

HLV Calculator HLV value – Previous Insurance I want Advice Not needed

Have you checked how much will be the policy cost for covering period ?

Up to your age 60 Up to Your age 75 Up to Your age 85 Up to your age 100 Not Needed

Do you think that rising inflation can affect your money?

Yes No Don’t know I want advice

How much wealth can you create from ULIP in 10 Years & above?

Inflation beating returns 12% 15% 20% & above Don’t know

Are you aware that critical illness cost is expensive?

Yes No. Don’t know I want advice

Have you thought about how you are going to manage financially when you will retire?

Don’t know I want advice Thought about it a little Not really thought about it

Thinking about your finances: When you will retire, do you expect to have the same standard of living as you have now?

I think it will be the same as I have now I think it will be better than now I think it will be worse than now don’t know

Financial Health Review

When do you expect to first pension?

Within next year 1 year to less than 2 years 2 years to less than 3 years 3 years to less than 5 years 5 years to less than 10 years 10 years or longer Don’t know

Thinking about these investments, how often, if ever, do you check it yourself? (Checking your investments can involve, but is not limited to, checking the balance, looking at performance, and comparing them with other available products.)

At least once a month Once every 2-3 months About 2 or 3 times a year About once a year Once every 2-3 years Less often Never Don’t know

What kind of advice you want...?

Investments for retirement Investments to build up funds for something other than retirement Switching funds/ assets in existing investment(s) Setting up a pension(s) Transferring one pension(s) into another Changing the provider of a pension(s) Changing where my pension(s) is invested Other (please write in) Don’t know

Before you took out your Policy, did you compare that Policy from two or more different providers by looking at the products, prices or the terms and condition offered?

Yes No Don’t know

Have you ever used any price comparison websites to compare or buy insurance?

Yes No Don’t know

Life insurance can help secure your beneficiaries' financial stability and create a meaningful legacy. Find resources to achieve your goals and create a solid foundation to support your family through all life's stages.

Agree Disagree Don’t know

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Introduction

Your Details

Full Name

Mobile Number

Date of Birth/Age

Financial Health Review

4. Are you referred by any of our Life Planner? If yes, please state the name.

Life Planner name

Are you the main earner in your household?

How confident do you feel managing your money?

If you lost your main source of household income, how long could your household continue to cover living expenses, without borrowing any money or ask for help from friends or family?

Do you need low premium Term Life Insurance?

Financial Health Review

Have you properly checked how much Life Insurance you have?

Have you checked how much will be the policy cost for covering period ?

Do you think that rising inflation can affect your money?

How much wealth can you create from ULIP in 10 Years & above?

Are you aware that critical illness cost is expensive?

Have you thought about how you are going to manage financially when you will retire?

Thinking about your finances: When you will retire, do you expect to have the same standard of living as you have now?

Financial Health Review

When do you expect to first pension?

Thinking about these investments, how often, if ever, do you check it yourself? (Checking your investments can involve, but is not limited to, checking the balance, looking at performance, and comparing them with other available products.)

What kind of advice you want...?

Before you took out your Policy, did you compare that Policy from two or more different providers by looking at the products, prices or the terms and condition offered?

Have you ever used any price comparison websites to compare or buy insurance?

Life insurance can help secure your beneficiaries' financial stability and create a meaningful legacy. Find resources to achieve your goals and create a solid foundation to support your family through all life's stages.

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