LIC Investment Questionnaire


An LIC Investment questionnaire can be filled by individuals who have taken LIC insurance policies or are likely to invest on them in the near future. The questionnaire should delve upon the aspects and considerations of the individual so that a plan that suits his or her necessities can be suggested.

Sample LIC Investment Questionnaire:

First Name: _______________________ Last Name: _______________________________

Full Address: _______________________________________________________________

Phone Number: ________________________

Email address: _____________________________

Age: _____________

Q1. Are you currently covered under any LIC investment policy?

a)   Yes

b)   No

Q2: If the answer to the above question is ‘yes’, mention the name of the policy that you are currently under?

________________________________________

Q3. What is your major reason for opting for an LIC investment?

a)   Insurance

b)   Investment

c)   Insurance and investment

d)   Others, please mention ____________________________

Q4: Please provide the details of the LIC policy that you are currently using

Term: _____ Maturity year: ____ Premium: _____ Insurance coverage amount: _________

Term: _____ Maturity year: ____ Premium: _____ Insurance coverage amount: _________

Q5: Why did you opt for this particular LIC policy?

________________________________________________

Q6: Are you currently undergoing any medical treatment or are ill?

a)   Yes

b)   No

Q7. If ‘Yes’, please provide the details of your medical history

Blood Group: ________ Illness or Disease: _________________ Treatment: _____________

Blood Group: ________ Illness or Disease: _________________ Treatment: _____________

Q7. Are you satisfied with your insurance policy?

a)   Yes

b)   No

If ‘no’, please provide the reason for being dissatisfied _______________________________

Q8. Are you looking for a better LIC policy?

a)   Yes

b)   No

Category: Investment Questionnaire

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