7-Year Wonder

In January 2010, DALBAR, Inc. gave Primerica the 2009 DALBAR Service Award for exemplary customer service to its mutual funds clients – marking the seventh year in a row Primerica has reached this achievement.

“Winning the DALBAR Award for a seventh straight year is a tremendous achievement and is indicative of the commitment Primerica has made to our investments business,” says President and CEO of PFS Investments Bill Kelly. “When Primerica set up the recordkeeping platform for our fund partners in 2001, our goal was to make service one of the key drivers of our success. Congratulations to our call centers and the PFS Investments staff for following through on this commitment and receiving this wonderful award … again.”

By making its clients needs top priority, Primerica Shareholder Services (PSS), with its partner PNC Global Investment Servicing (PNCGIS), continues to set the standard for excellence and receive one of the most revered awards in the financial services industry. It’s that commitment to shareholders that has helped Primerica win this award year after year.

DALBAR is a client service rating company that works to make customer satisfaction and quality a top priority in the financial services industry. DALBAR conducts thousands of systematic tests throughout the year to measure how financial companies respond to their clients’ needs.

“Earning this award fully underscores the commitment of [PSS] to their customers, even when faced with new and different pressures as has been the case throughout 2009,” said Csilla von Csiky, Managing Director at DALBAR.


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