Market Survey

The survey below is being collected as homework for a course I am taking. Your responses will be aggregated with the responses of all other respondents to build a picture of a target market. I will also be conducting the same survey by paper forms and by phone interview if you would prefer to participate in those formats.

I thank you in advance for your participation.

In alignment with Canadian law, I will not contact you to followup with your survey responses unless you select “yes” to the question giving me permission to contact you.

If you would like me to contact you to dive deeper into the topics raised in the survey, please select yes to both the “permission to contact” question as well as the “thorough review” question at the end.

    Personal Information

    Grant Kevin Permission to Contact Me? YesNo

    Gender:

    Age:

    Address

    Please indicate your City and Province of residence as a minimum to assist in grouping survey responses.

    Employment Information

    Family info

    Marital Status: [group ifmarried] [/group]

    Do you have children? [group hasKids] [/group]

    Retirement

    Do you have a retirement plan at work?

    Has anyone explained how your retirement plan at work?

    Retirement Planning is how important?

    Have you ever done any overall financial Planning?

    Financial Planning is how important?

    Would you be interested in discussing approaches in these areas?

    Estate Planning

    Have you done Estate Planning?

    Do you have a legal Will? [group ifWill]

    Last Reviewed

    [/group]

    Savings and Investing

    What is your philosophy on Savings and Investing?

    How interested would you be in learning ways of saving interest money?

    Aside from Income, what other financial areas are of concern to you?(please select at least 1)

    Protecting your future and family

    Do you own any of the following types of insurance outside of a group policy? [group ifOwnInsurance]

    when did you buy your last policy?

    Why?

    Do you understand your insurance policies? [/group]

    Would you be interested in a thorough review that would coordinate your insurance policies and needs in an overall financial plan? [hidden lead_source_description id:lead_source_description default:Protect Wordpress Site MPAT form" ]