POTENTIAL QUESTIONS TO ASCERTAIN FP INTEREST IN MOBILE APPLICATIONS to
ACCESS /MANAGE VA ACCOUNTS
- On average over the past month, how much of your time did youspend outside of your office traveling to and attending meetings with clients or other business events?
- Less than 1 hour per day
- Around 1-2 hours per day
- Around 2-4 hours per day
- More than 4 hours per day
- When you are out of your office, which of the following mobile devices do you use the most for business communications? Please select all that apply:
- Regular cell phone – small screen, traditional number pad; may be web-enabled
- Smartphone – A Blackberry or similar device with a larger screen, full physical keypad
- Touchphone – An iPhone or similar device with a large touch screen; may or may not include a full physical keypad
- I do not own a mobile device [EXCLUSIVE PUNCH / END SURVEY]
- When you are out of your office and need to use the internet for quick research on products, accounts, or transactions, do you typically:
- Use your mobile device
- Wait to use your laptop/desktop in your office
- Call my assistant
- Call myexternal or internal wholesaler
- In addition to making phone calls, how often during the past month did you use a mobile device to perform each of the following activities for business purposes? Please select one response per row:
Not at all / Less than once per week / Around 1-5 times per week / Around 2-5 times per day / More than 5 times per day
Reading/sending email
Text Messaging
Web Browsing
Running downloaded applications (such as from Apple’s AppStore or Blackberry’s App World)
- [ASK Q5IFQ4 “WEB BROWSING”IS AT LEAST 1-5 TIMES PER WEEK] How often do you access the following types of information from the web using a mobile device for business purposes? Please select one response per row:
Not at all / Less than once per week / Around 1-5 times per week / Around 2-5 times per day / More than 5 times per day
Directions
Phone numbers and contact information
News and market information
Stock/fund performance or prices
Client account information (status, account values, etc)
Other
- [ASK Q6 IF Q5“OTHER”ISAT LEAST 1-5 TIMES PER WEEK] What other types of information do you regularly access for business purposes using a mobile device?
[Text input field]
- [ASK Q7 IF Q4 “WEB BROWSING” IS“NOT AT ALL” OR “LESS THAN ONCE PER WEEK”] Why do you so rarely access the web from a mobile device for business purposes? Select all that apply:
- I have security concerns about the safety of mobile web use
- The cost of mobile device data plans is too high
- It’s too difficult to navigate most web sites on my mobile device
- Sites do not offer the information I need on their mobile web sites
- I do not typically find myself needing information while out of the office
- When I am away from my office, my information needs are not that urgent
- Other –Specify [Text input field]
- [ASK Q8 IF Q4 “RUNNING APPS” IS AT LEAST 1-5 TIMES PER WEEK] What downloaded applications do you regularly use for business purposes on your mobile device?
[Text input field]
- If Prudential Annuities made the following information available on an easy-to-use mobile web site, how often would you use a mobile device to: (Please select one response per row)
Not at all / Less than once per week / Around 1-5 times per week / Around 2-5 times per day / More than 5 times per day
View Account Balance or Protected Withdrawal Value
Submit New Business application (light version)
Check application/TOA status
View Beneficiary information
Perform reallocations
View subaccount performance
View last 5 transactions
Look up VA product details
- What other information or services from Prudential Annuities would you like to access from a mobile device?
[Text input field]
- Finally, we have a few optional questions for profiling and data analysis purposes only:
What is the name of your Broker-Dealer firm?
[Text input field]
- In which type of firm do you currently work?
- Independent Broker-Dealer
- Wirehouse or Regional Distributor
- Bank /Financial Institution
- What is the total of your variable annuity sales over the past 12 months?
- $0
- $1 to $249,999
- $250,000 to $499,999
- $500,000 to $999,999
- $1,000,000 to $3,000,000
- More than $3,000,000
- What is the total of your variable annuity assets under management?
- $0
- $1 to $999,999
- $1,000,000 to $3,000,000
- $3,000,000 to $5,000,000
- $5,000,000 to $10,000,000
- More than $10,000,000
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