This free survey is powered by QUESTIONPRO.COM
  1. Surveys
  2. 2012
  3. January
  4. M
  5. Market Survey Questionnaire
0%
Exit Survey »
 
 
Hello:
I am about to make a decision to change my career direction and I appreciate your helping me with it. I am thinking about partnering with New York Life as an insurnace agent, and I want to be sure I am making the right decision. Your opinions about some things will be a great help to me in considering this change. It will take approximately 3 to 5 minutes to complete the questionnaire.

Your participation in this study is completely voluntary. There are no foreseeable risks associated with this project. However, if you feel uncomfortable answering any questions, you can withdraw from the survey at any point. It is very important for me to learn your opinions.

Your survey responses will be strictly confidential and data from this research will be reported only in the aggregate. Your information will be coded and will remain confidential. If you have questions at any time about the survey or the procedures, you may contact me at 704-728-7970 or by email at [email protected].

Thank you very much for your time and support. Please start with the survey by clicking on the button below.
 
 
 
Do you have a retirement plan at work?
 
Yes
 
No
 
 
 
People are often inundated with sales material on IRA's and the like, but has anyone ever explained how your retirement plan works?
 
Yes
 
No
 
 
 
Retirement plans and financial planning are of
 
Great Importance
 
Important
 
Some interest
 
Indifferent

 
 
 
Would you be interested in discussing approaches to these areas?
 
Yes
 
No
 
 
 
Have you ever done any overall financial planning or estate planning?
 
Yes, financial planning
 
Yes, estate planning
 
Yes, both.
 
No, neither
 
 
 
Would looking at creative ways of saving money interest you?
 
Very much
 
Somewhat
 
Not too much

 
 
 
Do you have a will?
 
Yes
 
No
 
 
 
Do you understand life insruance?
 
Yes
 
No
 
 
 
Do you own life insurance (aside from group insurance at work)? If so, when did you buy your last policy?
 
Yes
 
No
 
Other
 
When I join New York Life, would you like to offer you a free financial needs analysis. The Information you have given has helped me a great deal and I appreciate it. If you were considering changing your career path and needed to the opinions of other people, what five people would you go to for business advice? I would like to ask these same questions of those people, because their opinions and impressions will also help me in making a career decision. Please email me their name, ages, phone#, and occupation at [email protected]. Again, thank you for participating in my survey/questionnaire.
Survey Software Powered by QuestionPro Survey Software