In evaluating your most recent "Personal Financial Planning" experience through an Insurance agent/manager, was the quality of service you received?: (Note: Personal Financial Planning define as from the first meeting with an Agent/Manager to starting a plan) 2.Please describe any particular aspect of the service experience that stood out: 3.The process of better understanding your financial needs was: 4.Please describe any particular aspect of the process that you felt was useful: During the "Personal Financial Planning" Process, which of the following would you consider as Important (Please check all that apply)
During the "Personal Financial Planning" Process, please rank the following in order of Importance: Company Profile (such as rankings) Finance Tools (example: Steps in Financial Planning) Risk Analysis (such as Risk forms) Personal Finance Details (such as MPF) Product Plan/Proposal Plan (such as Life Plan) Closing (such as Filling Application Form) The Agent/Manager was very professional. 8.Which of the following qualities of the Agent/Manager you think is necessary to be professional? 9.What qualities of the Agent/Manager did you disliked? 10.The Agent/Manager handled my questions quickly. 11.The Agent/Manager was very knowledgeable. 12.Over the next 12 months, how likely are you to replace your Agent/Manager with another Agent/Manager (same company or another company) ? Over the next 12 months, how likely are you to replace your current Insurance Plan (no matter what type of plan) with another company? Please rank according to importance to your decision in choosing an Agent/Manager Confidence Financial Knowledge Product Knowledge Positive Personality Ethical/Social Responsibilities Company background Please rank in order of importance for choosing an Insurance Company Professional Agent/Manager Marketing Communications (ie. advertising, roadshows, newsletters etc.) Word of Mouth Company Rankings Which of the following would you think is necessary for Agents/Manager to be considered as Professional? Please rank the following according to importance to be considered Professional. Education (ie. company training, external examinations, continuous education etc.) Ethical responsibilities (ie. no blackmailling, responsilble for customers' money, be honest, respect for the customers etc.) Membership (ie. belong to a professional body) Knowledge (ie. knowledge of product, industry, services etc.) |
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