Valued Clients Survey – English

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Introduction

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

YOUR DETAILS

1. Full Name *

2. Mobile Number *

3. DateDate Of Birth / Age *

YOUR DETAILS

4. Are you referred by any of our NLA/Life Planner? *NLA / Life PlannerNoOthers

Life Planner Name *

5. Are you the main earner in your household? *YesOther Family Member

6. How confident do you feel about managing your money? *Don’t knowVery confidentNot to answerFamily Member cares

7. 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 and Family? *Less than a weekLess than 1 monthLess than 6 monthsDon’t knowPrefer not to say

Details

8. Do you need low premium Term Life Insurance? *My family members depend on my incomeI have debts, so if I die my other family members would be responsibleI don’t have enough savings or assets to cover all my obligationsI want adviceNot needed

9. Have you properly checked how much Life Insurance you have? *HLV CalculatorHLV Value -Previous InsuranceI want adviceNot needed

10. Have you checked how much will be the policy cost for covering period? *Up to your age 60Up to your age 75Up to your age 85Up to your age 100Not needed

11. Do you think that rising inflation can effect your money? *YesNoDon’t knowI want advice

13. Are you aware that Critical Illness Cost is expensive? *YesNoDon’t knowI want advice

14. Are you aware that cancer treatment can cost several lakhs of rupees? *YesNoNot sure

15. How concerned are you about the financial impact of a serious illness like cancer? *Very concernedSomewhat concernedSlightly concerned

Details

17. How confident are you that your current savings will support your retirement? *Very confidentSomewhat confidentNot confident

18. Do you know approximately how much monthly income you will need after retirement? *YesNo

21. Would You like a complimentary financial retirement review to understand retirement readiness? *YesNo

Final Details

22. What kind of advice you want….? *Investments for Retirement InformationExisting Plans ServicesProtection Plan informationOther information

23. Before you took out your policy, did you compare that policy two or more providers by looking at the products, prices, or the terms and conditions offered? *YesNoDon’t know

24. Have you ever used any price comparison websites to compare or buy insurance? *YesNoDon’t know

25. Life Insurance can help secure your beneficiaries financial stability and creates a meaningful legacy. Find resources to achieve your goals and create a solid foundation to support your family through all life stages. *AgreeDisagreeDon’t know

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Valued Clients Survey – English

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