Recently, DALBAR awarded Primerica
(NYSE:PRI) the 2016 DALBAR Mutual Fund Service Award for exemplary
customer service to its mutual funds clients for the fourteenth year in
a row. For nearly three decades, DALBAR has conducted rigorous testing
of service delivery and each year identifies those mutual fund firms
that were found to be above their peers in service to clients after a
full year of comprehensive evaluation.
“Primerica places real value on the customer experience and has made
outstanding service a core part of their brand,” said Brendan Yeager,
Director at DALBAR. “This achievement underscores Primerica's commitment
to consistently delivering a superior standard of care.”
Gregory Pitts, Primerica’s Chief Operating Officer said, “Customer
service always has been a top priority at Primerica. We continue to
enhance servicing processes to deliver an excellent client experience.
As part of our strategy to grow Primerica’s Investment and Saving
Products business, we continue to add new products and look for ways to
improve customer service through technology enhancements, such as the
upcoming launch of our enhanced managed accounts platform. This new
platform will help us meet the evolving needs of the millions of Main
Street clients that we’re privileged to serve every day. We are very
proud to receive DALBAR’s 2016 Mutual Fund Service Award recognizing our
ongoing commitment to superior customer service during a year in which
we achieved a record of more than $51 billion in client assets under
management as of December 31, 2016.”
About DALBAR, Inc.
DALBAR, Inc. is the financial community’s leading independent expert for
evaluating, auditing and rating business practices, customer
performance, product quality and service. Launched in 1976, DALBAR has
earned the recognition for consistent and unbiased evaluations of
insurance companies, investment companies, registered investment
advisers, broker/dealers, retirement plan providers and financial
professionals. DALBAR awards are recognized as marks of excellence in
the financial community.
About Primerica, Inc.
Primerica, Inc., headquartered in Duluth, GA, is a leading distributor
of financial products to middle income households in North America.
Primerica representatives educate their Main Street clients about how to
better prepare for a more secure financial future by assessing their
needs and providing appropriate solutions through term life insurance,
which we underwrite, and mutual funds, annuities and other financial
products, which we distribute primarily on behalf of third parties. In
addition, Primerica provides an entrepreneurial full or part-time
business opportunity for individuals seeking to earn income by
distributing the company’s financial products. We insured approximately
5 million lives and have over 2 million client investment accounts at
December 31, 2016. Primerica stock is included in the S&P MidCap 400 and
the Russell 2000 stock indices and is traded on The New York Stock
Exchange under the symbol “PRI”.
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