Homework Survey Results

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.