Primerica Receives 2013 DALBAR Service Award

Primerica Financial Services was recently named a recipient of the DALBAR Mutual Fund Service Award, alongside firms such as Deutsche Asset & Wealth Management, JPMorgan Funds and Putnam Investments. The award recognizes mutual fund firms that have proven themselves industry leaders in customer service.

DALBAR has established longstanding expertise in the financial community as an independent evaluating, auditing and rating organization. Its yearlong, systematic customer service testing includes measurements of appreciation and respect for the investor, aptitude in facilitating discussion and setting appropriate expectations for the client, and consistently superior delivery.

“These award-winning organizations understand that when all things are equal, service is a powerful differentiator and creates loyal customers as well as strong advocates,” said Kathleen Whalen, Managing Director at DALBAR.

Since DALBAR introduced the Mutual Fund Service Award 24 years ago, Primerica has received it 11 times. Read more on Primerica’s standard of excellence and its focus on the future in our recent Company Spotlight, Primerica: In It for the Long Haul.
Read the full announcement from DALBAR.

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