Common all Versions - GfK MRI

FINANCIAL & INSURANCE Page 38
LIFE INSURANCE
Do you currently carry any life
insurance? Yes 1 504-0
Which kind(s) do you carry? 508-0
Separate term policy ............... 1
Separate whole life policy ........... 2
Combination term/whole life policy .... 3
Universal/Adjustable life ............ 4
Variable life ...................... 5
Credit life ........................ 6
How many different life insurance
policies do you carry? 507-0
Number of policies
How acquired: 505-0
From a union ..................... 1
From a place of work. .............. 2
From a fraternal or other membership
group ......................... 3
Veterans life insurance ............. 4
From a bank ..................... 5
With loan, mortgage or installment
payments ...................... 6
Through an agent representing one
company ...................... 7
Through an agent (broker) representing
more than one company .......... 8
In response to mail advertising
(no agent) ..................... 9
Direct from insurance company via phone
(no agent) ....................... 0
Direct from insurance company via website
(no agent). ....................... X
Total face value of all the life insurance
you currently carry: 506-0
Less than $20,000. ................ 1
$ 20,000 - $ 49,999 ............... 2
$ 50,000 - $ 99,999 ............... 3
$100,000 - $149,999 ............... 4
$150,000 - $249,999 ............... 5
$250,000 - $499,999 ............... 6
$500,000 or more ................. 7
Continued in next Column
LIFE INSURANCE
(Continued)
Acquired
Have Last 12
Policy Months
With which company:
1 509 2
Aetna. ................. 01
AFLAC. ................ 02
AIG American General .... 03
Allstate. ................ 04
American Family ......... 05
Aviva .................. 06
AXA Equitable ........... 07
Bankers Life & Casualty .... 08
Cigna. ................. 09
Colonial Penn ........... 10
Farm Bureau ............ 11
Farmers Insurance Group .. 12
Genworth. .............. 13
Gerber Life ............. 14
Guardian ............... 15
The Hartford ............ 16
ING ................... 17
John Hancock ........... 18
Lincoln Financial Group. ... 19
MassMutual. ............ 20
MetLife. ................ 21
Mutual of Omaha. ........ 22
Nationwide. ............. 23
New York Life. ........... 24
Northwestern Mutual. ..... 25
Pacific Life .............. 26
Principal Financial ........ 27
Prudential .............. 28
SBLI. .................. 29
State Farm. ............. 30
TIAA-CREF ............. 31
Unum Group ............ 32
USAA. ................. 33
Veterans Group Life
(VGLI) ................ 34
Western & Southern ...... 35
Zurich ................. 36
Other .................. 37
PAYING BILLS
Bill-paying methods you personally used,
last 12 months: 64M-0
Pay in person...................... 1
Pay by mail. ...................... 2
Pay by Internet/Online.. . . . . . . . . . . . . . 3
Pay by phone using credit card.. . . . . . . 4
Pay by mobile phone.. . . . . . . . . . . . . . . 5
Bills automatically charged to credit card. 6
Bills automatically deducted from bank
account......................... 7
Other .. . . . . . . . . . . . . . . . . . . . . . . . . . . 8
TRAVELERS
CHEQUES
Have you personally bought travelers cheques
in the last 12 months?
Yes 1 No 2 483-0
Total amount bought in past 12 months: 484-0
$ 1-$ 249 .. . . . . . . . . . . . . . . . . . . . . 1
$ 250-$ 499 .. . . . . . . . . . . . . . . . . . . . . 2
$ 500-$ 999 .. . . . . . . . . . . . . . . . . . . . . 3
$1000 or more.. . . . . . . . . . . . . . . . . . . . 4
Companies: 485-0
American Express .. . . . . . . . . . . . . . . . . 1
Other .. . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Where purchased:
AAA.............................. 3
Bank .. . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Other............................. 5
SECURITIES
Please mark the securities you personally own. For each type owned,
what is the approximate current market value and was any part
acquired in the last 12 months?
TOTAL VALUE OF HOLDINGS
Acquired
or added to
Under $10,000- $50,000- $150,000 in last 12
500 Own $10,000 $49,999 $149,999 or more months
1 2 3 4 5 6
Securities you personally own:
U.S. Savings Bonds .............................................. 01
U.S. Treasury Notes .............................................. 02
Other U.S. Government Bonds ...................................... 03
Common or Preferred Stock in Company you work for ................... 04
Common Stock in any other Company ................................ 05
Preferred Stock in any other Company ............................... 06
Privately held shares of Companies or Partnerships ..................... 07
City/Municipal or State Bonds ...................................... 08
Corporate Bonds or Debentures .................................... 09
Money Market Funds ............................................. 10
Mutual Funds (Bonds) ............................................ 11
Mutual Funds (Stocks) ............................................ 12
Tax Exempt Funds ............................................... 13
Exchange Traded Funds (ETFs) ..................................... 14
Annuities ....................................................... 15
Savings Certificates .............................................. 16
Insured Money Market Accounts (Bank) .............................. 17
CD (Certificate(s) of Deposit)—6 months or less ........................ 18
CD (Certificate(s) of Deposit)—more than 6 months ..................... 19
Investments in Gold or other Precious Metals or Gems ................... 20
Investment Collections of Antiques, Books, Stamps, etc. .................. 21
Other investments (Commodities/Puts/Calls, etc.) ....................... 22
1 2 3 4 5 6
Which of the following retirement or college savings plans do you have?
501-0
IRA ................................... 1
Keogh ................................. 2
401K . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
529 Plan (College Savings Plan) ............ 4