Posts Tagged ‘Primerica Shareholder Services’



Primerica just earned its 14th consecutive DALBAR Mutual Fund Service Award for providing excellent customer service to its clients.

A DALBAR award is only awarded to financial services companies that exceed industry standards, and Primerica works hard to go above and beyond for every client they serve.

Read the press release.



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For the eleventh consecutive year, Primerica Shareholder Services was recognized by independent ratings firm Dalbar for achieving the highest standards in customer satisfaction. Read the press release.

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DALBAR recently released the 2011 winners of its annual Mutual Fund Service Award and – for the ninth year running – Primerica Shareholder Services earns the coveted trophy!

This DALBAR award is all about service, and Primerica Shareholder Services was honored for its superior customer service in the industry in 2011. The Service Award, only given to financial services companies who go above industry minimums to provide the highest level of service to their clients, is proof of how Primerica works hard to put families first – every client, every transaction, every time.


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While other companies either ignore Main Street investors or cannot cost-effectively serve them, Primerica is leading the way in marketing financial solutions to the underserved middle market. And we’re being recognized for it!

Primerica Shareholder Services was recently awarded a Gold NOVA Award in Innovation in Customer Experience. Given annually by Money Management Executive magazine, the NOVA Award recognizes innovations in fund operations, as asset management companies embrace new technologies and strive to become more effective in serving their clients.

Primerica was recognized for our innovative products and technology, robust investment offerings and high quality client service, specifically the new Primerica Advisors Freedom Portfolios. Working with BNY Mellon Asset Servicing and Lockwood Advisors, Primerica implemented an online proposal generation system that is used to provide investment selections for the client, based on their personal investment objective.

Using the latest technology, representatives can generate investment proposals and set up investment accounts, and deliver statements and confirmations online using the latest version of Primerica’s TurboApps software.  This creates a more efficient middle and back-office workflow process, to better service the investor.  Primerica is leading the way in cutting-edge client service and top-notch products.

Together, our representatives, our products and our mobile technology are like none other in the industry. Using tools like TurboApps, representatives can meet with clients in their home and provide a high level of customer service that’s unparalleled in the industry. This award-winning service is just one more way Primerica is changing lives … one family at a time!


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For the eighth year in a row, Primerica has earned the exclusive Dalbar Service Award for outstanding customer service to clients. We just keep breaking our own record by providing our mutual fund clients with the service they’ve come to expect from Primerica Shareholder Services.

Through its partnership with Bank of New York Mellon Asset Servicing, Primerica Shareholder Services (PSS) has earned this prestigious award one more time. The Service Award is only given to financial services companies who go above industry minimums to provide the highest level of service to their clients.

Dalbar, Inc. is a client service rating company that works to make customer satisfaction and quality a top priority in the financial services industry.

Isn’t it great to know that you’re backed by an award-winning support system that gives your clients the respect and attention they deserve?


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