In 2016, financial services firm Primerica not only reached an all-time high in managed assets but also earned another DALBAR Mutual Fund Service Award.
The customer service award is a nod to Primerica’s ISP (Investment and Savings Products) segment. Each year, independent research firm DALBAR recognizes standout companies based on its comprehensive testing of service delivery, which takes place over the course of the year. Primerica has collected the DALBAR award in the mutual fund category for 14 years running.
“Primerica places real value on the customer experience and has made outstanding service a core part of their brand,” Brendon Yeager, Director at DALBAR, said in a news release. “This achievement underscores Primerica’s commitment to consistently delivering a superior standard of care.”
The company also closed out 2016 with a record $51 billion in client assets under management, a benchmark that goes hand-in-hand with Primerica’s focus on service, according to the company’s Chief Operating Officer, Gregory Pitts. “Customer service has always been a top priority at Primerica. We continue to enhance servicing processes to deliver an excellent client experience.”
In the coming months, those enhancements will include the launch of an improved technology platform for the company’s managed accounts.