Two weeks ago I asked people to fill in a survey that was assigned as homework for a course I was taking. I would like to thank everyone who took the time to fill out the survey!
The results are as follows:
Age Range: 19 – 67
Total responses: 13
Total Married: 10
Total with Children: 10
Children age range: 6 months – 50* (step child)
Has a pension: 7
Has had their pension explained to them: 5
Has an estate plan: 4
Has a will: 6
Has life insurance outside of employer group plan: 8
Has critical illness insurance outside of employer group plan: 3
Has disability insurance outside of employer group plan: 3
Has medical/dental insurance outside of employer group plan: 4
Has travel insurance: 2
Understands their insurance policies: 5
Believes Retirement Planning is:
- of Great Importance: 4
- Important: 4
- of some importance: 3
- of No Importance: 2
Believes Financial Planning is:
- of Great Importance: 4
- Important: 5
- of some importance: 1
- of No Importance: 3
Believes Saving is:
- of Great Importance: 0
- Important: 2
- of some importance: 7
- of No Importance: 4
Number of respondents interested in a second look: 1
Note: Two respondents contacted me and said they won’t be hitting submit. 1 said there were too many questions he didn’t want to answer and the other said the questions sent him into a rage. The purpose of the survey was 2 fold; 1 was to inform me on my potential market(s) and the other was to get people to ask themselves these questions so that they might take action. I can only hope that everyone was inspired to ensure their family and future is taken care of now before it’s too late, even if I’m not the one guiding them.