Service Award

The DALBAR Service Award symbolizes the achievement of the highest tier of service to customers within the financial services industry. It is awarded only to those firms that exceed industry norms in key service areas. The winners of this award can confidently consider themselves service leaders within the financial services industry.

 
 
 
2016
 
 
Annuity Service Award
 
AXA
Annuity Service Award
 
Financial Intermediary Service Award
 
 
Mutual Fund Service Award
 
Mutual Fund Service Award
 
 
Financial Intermediary Service Award
 
Financial Intermediary Service Award
 
Insurance Service Award
 
Mutual Fund Service Award
 
 
Excellence in Sales Support Award
 
Plan Participant Service Award
 
Financial Intermediary Service Award
 
Mutual Fund Service Award
 
Annuity Service Award
 
Mutual Fund Service Award
 
Mutual Fund Service Award
 
 
Mutual Fund Service Award - 529
 
 
 
2015
 
 
Annuity Service Award
 
AXA
Annuity Service Award
 
Financial Intermediary Service Award
 
 
Mutual Fund Service Award
 
Mutual Fund Service Award
 
 
Financial Intermediary Service Award
 
Annuity Service Award
 
 
Life Insurance Service Award
 
 
Long Term Care Insurance Service Award
 
Financial Intermediary Service Award
 
Insurance Service Award
 
Mutual Fund Service Award
 
 
Excellence in Sales Support
 
Retirement Plan Service Award
 
Annuity Service Award
 
Financial Intermediary Service Award
 
Mutual Fund Service Award
 
Annuity Service Award
 
Mutual Fund Service Award
 
Mutual Fund Service Award
 
 
Mutual Fund Service Award- 529
 
 
 
2014
 
 
Annuity Service Award
 
AXA
Annuity Service Award
 
 
Annuity Service Award
 
Mutual Fund Service Award
 
 
Financial Intermediary Service Award
 
Financial Intermediary Service Award
 
 
Mutual Fund Service Award
 
Life & Long Term Care Insurance Service Award
 
 
Annuity Service Award
 
Financial Intermediary Service Award
 
Mutual Fund Service Award
 
 
Award for Excellence in Sales Support
 
Mutual Fund Service Award
 
 
Financial Intermediary Service Award
 
Plan Participant Service Award
 
Annuity Service Award - TPD
 
Annuity Service Award
 
 
Financial Intermediary Service Award
 
Mutual Fund Service Award
 
Annuity Service Award
 
Mutual Fund Service Award
 
 
 
2013
 
 
Annuity Service Award
 
Award for Excellence in Sales Support
 
 
Award for Excellence in Sales Support
 
 
Financial Intermediary Service Award
 
AXA
Annuity Service Award
 
Mutual Fund Service Award
 
 
Financial Intermediary Service Award
 
Financial Intermediary Service Award
 
 
Mutual Fund Service Award
 
Annuity Service Award
 
 
Life & Long Term Care Insurance Service Award
 
Financial Intermediary Service Award
 
Award for Excellence in Sales Support
 
 
Mutual Fund Service Award
 
Mutual Fund Service Award
 
 
Financial Intermediary Service Award
 
TPD - Annuity Service Award
 
 
VPSC - Annuity Service Award
 
Annuity Service Award
 
 
Financial Intermediary Service Award
 
Mutual Fund Service Award
 
Annuity Service Award
 
Mutual Fund Service Award
 
 
 
2012
 
 
Annuity Service Award
 
Award for Excellence in Sales Support
 
 
Financial Intermediary Service Award
 
AXA
Annuity Service Award
 
Mutual Fund Service Award
 
 
Financial Intermediary Service Award
 
Financial Intermediary Service Award
 
 
Mutual Fund Service Award
 
Life Insurance Service Award
 
 
Annuity Service Award
 
Financial Intermediary Service Award
 
Award for Excellence in Sales Support
 
 
Mutual Fund Service Award
 
Financial Intermediary Service Award
 
Financial Intermediary Service Award
 
 
Mutual Fund Service Award
 
Annuity Service Award
 
Financial Intermediary Premier Service Award
 
 
Annuity Service Award
 
 
Financial Intermediary Service Award
 
Mutual Fund Service Award
 
Annuity Service Award
 
Mutual Fund Service Award
 
Mutual Fund Service Award
 
 
 
2011
 
 
Annuity Service Award
 
Financial Intermediary Post Sale Award - Fixed Annuities
 
 
Financial Intermediary Post Sale Award - Variable Annuities
 
 
Award for Excellence in Sales Support
 
Financial Intermediary Post-Sale Service Award
 
AXA
Annuity Service Award
 
Mutual Fund Service Award
 
 
Financial Intermediary Post-Sale Service Award
 
Financial Intermediary Post-Sale Service Award
 
 
Mutual Fund Service Award - Direct
 
 
Mutual Fund Service Award - Intermediary
 
Life Insurance Service Award
 
 
Financial Intermediary Post-Sale Service Award
 
Financial Intermediary Post-Sale Service Award
 
Mutual Fund Service Award
 
 
Award for Excellence in Sales Support
 
Financial Intermediary Post-Sale Service Award
 
Financial Intermediary Post-Sale Service Award
 
 
Mutual Fund Service Award
 
Annuity Service Award
 
Annuity Service Award
 
 
Financial Intermediary Post-Sale Service Award
 
 
Financial Intermediary Premier Service Award
 
Mutual Fund Service Award
 
Annuity Service Award
 
 
Retirement Plan Service Award
 
Mutual Fund Service Award
 
Financial Intermediary Post-Sale Service Award
 
Mutual Fund Service Award
 
 
 
2010
 
 
Annuity Service Award
 
Financial Intermediary Pre-Sale Service Award
 
 
Financial Intermediary Pre-Sale Service Award
 
Financial Intermediary Post-Sale Service Award
 
Financial Intermediary Post-Sale Service Award
 
 
Mutual Fund Service Award
 
Financial Intermediary Post-Sale Service Award
 
Financial Intermediary Post-Sale Service Award
 
Seal of Excellence for Transaction Processing
 
Annuity Service Award
 
Financial Intermediary Pre-Sale Service Award
 
 
Mutual Fund Service Award
 
Financial Intermediary Post-Sale Service Award
 
Financial Intermediary Post-Sale Service Award
 
Annuity Service Award - BBSC
 
 
Annuity Service Award - VPSC
 
Annuity Service Award
 
 
Financial Intermediary Premier Service Award
 
 
Financial Intermediary Post-Sale Service Award
 
Mutual Fund Service Award
 
Retirement Plan Service Award
 
 
Annuity Service Award
 
Mutual Fund Service Award
 
Financial Intermediary Pre-Sale Service Award
 
 
Financial Intermediary Post-Sale Service Award
 
Mutual Fund Service Award
 
 
 
2009
 
 
Annuity Service Award
 
Annuity Service Award
 
Financial Intermediary Post-Sale Service Award
 
Financial Intermediary Post-Sale Service Award
 
 
Financial Intermediary Post-Sale Service Award
 
 
Financial Intermediary Post-Sale Service Award
 
 
Financial Intermediary Post-Sale Service Award
 
Mutual Fund Service Award
 
 
Financial Intermediary Post-Sale Service Award
 
Financial Intermediary Post-Sale Service Award
 
 
Mutual Fund Service Award
 
 
Financial Intermediary Pre-Sale Service Award
 
Financial Intermediary Post-Sale Service Award
 
 
Annuity Service Award
 
Financial Intermediary Post-Sale Service Award
 
Annuity Service Award
 
Mutual Fund Service Award
 
 
Financial Intermediary Pre-Sale Service Award
 
Mutual Fund Service Award
 
 
Financial Intermediary Post-Sale Service Award
 
Mutual Fund Service Award
 
 
Financial Intermediary Post-Sale Service Award
 
Annuity Service Award - VPSC
 
 
Annuity Service Award - BBSC
 
Annuity Service Award
 
 
Financial Intermediary Post-Sale Service Award
 
Mutual Fund Service Award
 
Annuity Service Award
 
 
Retirement Plan Service Award
 
Financial Intermediary Pre-Sale Service Award
 
 
Annuity Service Award
 
 
Mutual Fund Service Award
 
 
Financial Intermediary Post-Sale Service Award
 
Mutual Fund Service Award
 
Financial Intermediary Post-Sale Service Award
 
Retirement Plan Service Award
 
 
Financial Intermediary Post-Sale Service Award
 
 
Financial Intermediary Post-Sale Service Award
 
Financial Intermediary Post-Sale Service Award
 
 
Annuity Service Award
 
Mutual Fund Service Award
 
 
 
2008
 
 
Financial Intermediary Post-Sale Service Award
 
Annuity Service Award
 
Annuity Service Award
 
Financial Intermediary Post-Sale Service Award
 
Annuities - Financial Intermediary Post-Sale Service Award
 
 
Mutual Funds - Financial Intermediary Post-Sale Service Award
 
 
Insurance - Financial Intermediary Post-Sale Service Award
 
 
Managed Products & Brokerage - Financial Intermediary Post-Sale Service Award
 
AXA
Annuity Service Award
 
 
Annuity Service Award
 
Mutual Fund Service Award
 
 
Financial Intermediary Post-Sale Service Award
 
Financial Intermediary Post-Sale Service Award
 
 
Mutual Fund Service Award
 
 
Financial Intermediary Pre-Sale Service Award
 
Annuity Service Award
 
 
Financial Intermediary Post-Sale Service Award
 
Financial Intermediary Post-Sale Service Award
 
Annuity Service Award
 
Mutual Fund Service Award
 
 
Financial Intermediary Pre-Sale Service Award
 
Mutual Fund Service Award
 
 
Financial Intermediary Post-Sale Service Award
 
Mutual Fund Service Award
 
Annuity Service Award - VPSC
 
 
Annuity Service Award - BBSC
 
Annuity Service Award
 
 
Financial Intermediary Post-Sale Service Award
 
Financial Intermediary Pre-Sale Service Award
 
Mutual Fund Service Award
 
Annuity Service Award
 
Financial Intermediary Post-Sale Service Award
 
 
Mutual Fund Service Award
 
 
Annuity Service Award
 
 
Financial Intermediary Pre-Sale Service Award
 
Financial Intermediary Post-Sale Service Award
 
 
Annuity Service Award
 
Mutual Fund Service Award
 
Mutual Fund Service Award
 
 
Financial Intermediary Post-Sale Service Award
 
Financial Intermediary Post-Sale Service Award
 
Life Insurance Service Award
 
 
Retirement Plan Service Award
 
 
Financial Intermediary Post-Sale Service Award
 
 
Mutual Fund Service Award
 
 
Annuity Service Award
 
Financial Intermediary Post-Sale Service Award
 
Mutual Fund Service Award
 
 
 
2007
 
 
Financial Intermediary Post-Sale Service Award
 
Annuity Service Award
 
Annuity Service Award
 
AXA
Annuity Service Award
 
Mutual Fund Service Award
 
 
Financial Intermediary Post-Sale Service Award
 
Financial Intermediary Post-Sale Service Award
 
 
Financial Intermediary Pre-Sale Service Award
 
 
Mutual Fund Service Award
 
Annuity Service Award
 
 
Financial Intermediary Pre-Sale Service Award
 
 
Financial Intermediary Post-Sale Service Award
 
Financial Intermediary Post-Sale Service Award
 
Annuity Service Award
 
Mutual Fund Service Award
 
 
Financial Intermediary Pre-Sale Service Award
 
Mutual Fund Service Award
 
Annuity Service Award - VPSC
 
 
Annuity Service Award - BBSC
 
Financial Intermediary Post-Sale Service Award
 
Financial Intermediary Pre-Sale Service Award
 
Mutual Fund Service Award
 
Annuity Service Award
 
Financial Intermediary Pre-Sale Service Award
 
 
Financial Intermediary Post-Sale Service Award
 
 
Mutual Fund Service Award
 
 
Annuity Service Award
 
Financial Intermediary Post-Sale Service Award
 
 
Annuity Service Award
 
Mutual Fund Service Award
 
Mutual Fund Service Award
 
 
Financial Intermediary Post-Sale Service Award
 
Financial Intermediary Post-Sale Service Award
 
Financial Intermediary Post-Sale Service Award
 
 
Life Insurance Service Award
 
 
Mutual Fund Service Award
 
 
Annuity Service Award
 
Financial Intermediary Post-Sale Service Award
 
Mutual Fund Service Award
 
 
 
2006
 
 
Financial Intermediary Post-Sale Service Award
 
Annuity Service Award
 
AXA
Annuity Service Award
 
Mutual Fund Service Award
 
 
Financial Intermediary Post-Sale Service Award
 
Financial Intermediary Post-Sale Service Award
 
 
Financial Intermediary Pre-Sale Service Award
 
 
Mutual Fund Service Award
 
Financial Intermediary Pre-Sale Service Award
 
 
Financial Intermediary Post-Sale Service Award
 
Financial Intermediary Post-Sale Service Award
 
Mutual Fund Service Award
 
 
Annuity Service Award
 
Mutual Fund Service Award
 
 
Financial Intermediary Pre-Sale Service Award
 
Annuity Service Award - VPSC
 
 
Annuity Service Award - BBSC
 
Financial Intermediary Post-Sale Service Award
 
Mutual Fund Service Award
 
Annuity Service Award
 
Financial Intermediary Post-Sale Service Award
 
Financial Intermediary Post-Sale Service Award
 
 
Financial Intermediary Pre-Sale Service Award
 
 
Annuity Service Award
 
 
Mutual Fund Service Award
 
Annuity Service Award
 
 
Financial Intermediary Post-Sale Service Award
 
Mutual Fund Service Award
 
Mutual Fund Service Award
 
 
Financial Intermediary Post-Sale Service Award
 
Financial Intermediary Post-Sale Service Award
 
Financial Intermediary Post-Sale Service Award
 
 
Life Insurance Service Award
 
 
Retirement Plan Service Award
 
 
Mutual Fund Service Award
 
 
Annuity Service Award
 
Financial Intermediary Post-Sale Service Award
 
Mutual Fund Service Award
 
 
 
2005
 
 
Financial Intermediary Post-Sale Service Award
 
Annuity Service Award
 
Mutual Fund Service Award
 
 
Financial Intermediary Post-Sale Service Award
 
Financial Intermediary Post-Sale Service Award
 
 
Mutual Fund Service Award
 
 
Financial Intermediary Pre-Sale Service Award
 
Financial Intermediary Post-Sale Service Award
 
Annuity Service Award
 
Financial Intermediary Pre-Sale Service Award
 
 
Mutual Fund Service Award
 
Mutual Fund Service Award
 
 
Financial Intermediary Post-Sale Service Award
 
Annuity Service Award - VPSC
 
 
Annuity Service Award - BBSC
 
Financial Intermediary Post-Sale Service Award
 
Mutual Fund Service Award
 
Mutual Fund Service Award
 
 
Annuity Service Award
 
 
Financial Intermediary Pre-Sale Service Award
 
 
Financial Intermediary Post-Sale Service Award
 
Financial Intermediary Post-Sale Service Award
 
 
Annuity Service Award
 
Mutual Fund Service Award
 
Mutual Fund Service Award
 
 
Financial Intermediary Post-Sale Service Award
 
Financial Intermediary Post-Sale Service Award
 
Financial Intermediary Post-Sale Service Award
 
 
Mutual Fund Service Award
 
 
Retirement Plan Service Awards
 
 
Annuity Service Award
 
 
Life Insurance Service Award
 
Life Insurance Service Award
 
 
Annuity Service Ward
 
 
Mutual Fund Service Award
 
Financial Intermediary Post-Sale Service Award
 
Mutual Fund Service Award
 
Annuity Service Award
 
 
 
2004
 
 
Financial Intermediary Post-Sale Service Award
 
Mutual Fund Service Award - Canada
 
Mutual Fund Service Award - Canada
 
Annuity Service Award
 
Mutual Fund Service Award
 
 
Financial Intermediary Pre-Sale Service Award
 
Financial Intermediary Post-Sale Service Award
 
Mutual Fund Service Award
 
 
Annuity Service Award
 
Financial Intermediary Post-Sale Service Award
 
Mutual Fund Service Award
 
 
Financial Intermediary Pre-Sale Service Award
 
Financial Intermediary Post-Sale Service Award
 
 
Mutual Fund Service Award
 
Financial Intermediary Post-Sale Service Award
 
 
Financial Intermediary Pre-Sale Service Award
 
 
Mutual Fund Service Award
 
Financial Intermediary Post-Sale Service Award
 
Mutual Fund Service Award
 
Annuity Service Award - BBSC
 
 
Annuity Service Award - VPSC
 
Annuity Service Award
 
 
Financial Intermediary Post-Sale Service Award
 
Mutual Fund Service Award
 
Annuity Service Award
 
Financial Intermediary Post-Sale Service Award
 
Financial Intermediary Pre-Sale Service Award
 
 
Financial Intermediary Post-Sale Service Award
 
 
Financial Intermediary Post-Sale Service Award
 
 
Annuity Service Award
 
 
Mutual Fund Service Award
 
Mutual Fund Service Award
 
Financial Intermediary Post-Sale Service Award
 
 
Mutual Fund Service Award
 
Mutual Fund Service Award
 
 
Financial Intermediary Post-Sale Service Award
 
Life Insurance Service Award
 
 
Retirement Plan Service Award
 
 
Financial Intermediary Post-Sale Service Award
 
 
Mutual Fund Service Award
 
 
Annuity Service Award
 
Annuity Service Award
 
Financial Intermediary Post-Sale Service Award
 
Mutual Fund Service Award
 
Annuity Service Award
 
 
 
2003
 
 
Financial Intermediary Post-Sale Service Award
 
Financial Intermediary Pre-Sale Service Award
 
 
Financial Intermediary Post-Sale Service Award
 
Annuity Service Award
 
Annuity Service Award
 
 
Financial Intermediary Post-Sale Service Award
 
 
Financial Intermediary Pre-Sale Service Award
 
AXA
Annuity Service Award
 
 
Annuity Service Award
 
Mutual Fund Service Award
 
 
Financial Intermediary Pre-Sale Service Award
 
Annuity Service Award
 
Mutual Fund Service Award
 
 
Financial Intermediary Post-Sale Service Award
 
Financial Intermediary Pre-Sale Service Award
 
 
Mutual Fund Service Award
 
Financial Intermediary Post-Sale Service Award
 
Financial Intermediary Post-Sale Service Award
 
 
Financial Intermediary Pre-Sale Service Award
 
 
Mutual Fund Service Award
 
Financial Intermediary Post-Sale Service Award
 
Mutual Fund Service Award
 
Annuity Service Award - BBSC
 
 
Annuity Service Award - VPSC
 
Financial Intermediary Pre-Sale Service Award
 
Mutual Fund Service Award
 
Annuity Service Award
 
Financial Intermediary Post-Sale Service Award
 
Financial Intermediary Post-Sale Service Award
 
 
Financial Intermediary Pre-Sale Service Award
 
 
Annuity Service Award
 
 
Financial Intermediary Post-Sale Service Award
 
Financial Intermediary Pre-Sale Service Award
 
 
Financial Intermediary Post-Sale Service Award
 
Financial Intermediary Post-Sale Service Award
 
 
Mutual Fund Service Award
 
Mutual Fund Service Award
 
 
Financial Intermediary Post-Sale Service Award
 
 
Financial Intermediary Pre-Sale Service Award
 
Life Insurance Service Award
 
 
Retirement Plan Service Award
 
 
Mutual Fund Service Award
 
 
Annuity Service Award
 
Financial Intermediary Post-Sale Service Award
 
 
Financial Intermediary Pre-Sale Service Award
 
Financial Intermediary Pre-Sale Service Award
 
 
Financial Intermediary Post-Sale Service Award
 
 
Mutual Fund Service Award
 
Annuity Service Award
 
 
 
2002
 
 
Annuity Service Award
 
Annuity Service Award
 
Financial Intermediary Service Award
 
 
Mutual Fund Service Award
 
Annuity Service Award
 
 
Financial Intermediary Service Award
 
AXA
Annuity Service Award
 
 
Annuity Service Award
 
Financial Intermediary Service Award
 
Mutual Fund Service Award
 
Annuity Service Award
 
Annuity Service Award
 
Financial Intermediary Service Award
 
Annuity Service Award
 
 
Mutual Fund Service Award
 
Mutual Fund Service Award
 
 
Financial Intermediary Service Award
 
Financial Intermediary Service Award
 
 
Mutual Fund Service Award
 
Mutual Fund Service Award
 
 
Financial Intermediary Service Award
 
Mutual Fund Service Award
 
Financial Intermediary Service Award
 
 
Mutual Fund Service Award
 
Annuity Service Award
 
Annuity Service Award
 
Mutual Fund Service Award
 
Annuity Service Award - BBSC
 
Annuity Service Award
 
Annuity Service Award
 
Financial Intermediary Service Award
 
Annuity Service Award
 
 
Mutual Fund Service Award
 
 
Financial Intermediary Service Award
 
 
Financial Intermediary Service Award
 
Financial Intermediary Service Award
 
Financial Intermediary Service Award
 
 
Mutual Fund Service Award
 
Annuity Service Award
 
 
Financial Intermediary Service Award
 
 
Life Insurance Service Award
 
Financial Intermediary Service Award
 
Mutual Fund Service Award
 
Annuity Service Award
 
 
 
2001
 
 
Financial Intermediary Service Award
 
 
Mutual Fund Service Award
 
See USAllianz
 
Annuity Service Award
 
Annuity Service Award
 
 
Financial Intermediary Service Award
 
AXA
Annuity Service Award
 
Mutual Fund Service Award
 
Annuity Service Award
 
Financial Intermediary Service Award
 
Annuity Service Award
 
Financial Intermediary Service Award
 
 
Mutual Fund Service Award
 
Financial Intermediary Service Award
 
Financial Intermediary Service Award
 
 
Mutual Fund Service Award
 
Mutual Fund Service Award
 
Mutual Fund Service Award
 
Annuity Service Award
 
 
Financial Intermediary Service Award
 
Annuity Service Award - BBSC
 
Annuity Service Award
 
Annuity Service Award
 
Annuity Service Award
 
 
Mutual Fund Service Award
 
 
Financial Intermediary Service Award
 
Financial Intermediary Service Award
 
Mutual Fund Service Award
 
Mutual Fund Service Award
 
 
Financial Intermediary Service Award
 
Financial Intermediary Service Award
 
 
Life Insurance Service Award
 
 
Annuity Service Award
 
Financial Intermediary Service Award
 
Annuity Service Award
 
Annuity Service Award
 
Financial Intermediary Service Award
 
 
Mutual Fund Service Award
 
Financial Intermediary Service Award
 
 
 
2000
 
 
AIM
Mutual Fund Service Award
 
Financial Intermediary Service Award
 
Annuity Service Award
 
Financial Intermediary Service Award
 
AXA
Annuity Service Award
 
Financial Intermediary Service Award
 
Mutual Fund Service Award
 
Financial Intermediary Service Award
 
Mutual Fund Service Award
 
 
Financial Intermediary Service Award
 
Annuity Service Award
 
Mutual Fund Service Award
 
 
Financial Intermediary Service Award
 
Annuity Service Award - BBSC
 
Annuity Service Award
 
Financial Intermediary Service Award
 
Annuity Service Award
 
 
Mutual Fund Service Award
 
 
Financial Intermediary Service Award
 
 
Financial Intermediary Service Award
 
Financial Intermediary Service Award
 
Mutual Fund Service Award
 
Annuity Service Award
 
Financial Intermediary Service Award
 
Mutual Fund Service Award
 
Financial Intermediary Service Award
 
 
 
1999
 
 
AIM
Mutual Fund Service Award
 
Financial Intermediary Service Award
 
Annuity Service Award
 
Annuity Service Award
 
Mutual Fund Service Award
 
Financial Intermediary Service Award
 
Financial Intermediary Service Award
 
Mutual Fund Service Award
 
Mutual Fund Service Award
 
 
Financial Intermediary Service Award
 
Financial Intermediary Service Award
 
Annuity Service Award
 
Annuity Service Award
 
Mutual Fund Service Award
 
Mutual Fund Service Award
 
Annuity Service Award
 
Annuity Service Award
 
Financial Intermediary Service Award
 
Mutual Fund Service Award
 
 
Financial Intermediary Service Award
 
 
Financial Intermediary Service Award
 
Mutual Fund Service Award
 
 
Financial Intermediary Service Award
 
Annuity Service Award
 
Financial Intermediary Service Award
 
Mutual Fund Service Award
 
Financial Intermediary Service Award
 
 
 
1998
 
 
Mutual Fund Service Award
 
 
Financial Intermediary Service Award
 
Mutual Fund Service Award
 
Financial Intermediary Service Award
 
Mutual Fund Service Award
 
Financial Intermediary Service Award
 
Annuity Service Award
 
Annuity Service Award
 
Annuity Service Award
 
Financial Intermediary Service Award
 
Annuity Service Award
 
Mutual Fund Service Award
 
 
Annuity Service Award
 
 
Financial Intermediary Service Award
 
Mutual Fund Service Award
 
 
Financial Intermediary Service Award
 
Financial Intermediary Service Award
 
Mutual Fund Service Award
 
 
Financial Intermediary Service Award
 
Annuity Service Award
 
Financial Intermediary Service Award
 
 
Mutual Fund Service Award
 
Financial Intermediary Service Award
 
 
Mutual Fund Service Award
 
Financial Intermediary Service Award
 
 
 
1997
 
 
AIM
Mutual Fund Service Award
 
Annuity Service Award
 
Financial Intermediary Service Award
 
Financial Intermediary Service Award
 
Mutual Fund Service Award
 
Financial Intermediary Service Award
 
Annuity Service Award
 
Annuity Service Award
 
Mutual Fund Service Award
 
Financial Intermediary Service Award
 
Annuity Service Award
 
 
Financial Intermediary Service Award
 
Financial Intermediary Service Award
 
Financial Intermediary Service Award
 
Mutual Fund Service Award
 
 
Annuity Service Award
 
 
Financial Intermediary Service Award
 
 
Financial Intermediary Service Award
 
Financial Intermediary Service Award
 
Financial Intermediary Service Award
 
Mutual Fund Service Award
 
 
Financial Intermediary Service Award
 
Annuity Service Award
 
Mutual Fund Service Award
 
Mutual Fund Service Award
 
 
Financial Intermediary Service Award
 
 
 
1996
 
 
Mutual Fund Service Award
 
Mutual Fund Service Award
 
Mutual Fund Service Award
 
MFS
Mutual Fund Service Award
 
Mutual Fund Service Award
 
Annuity Service Award
 
Mutual Fund Service Award
 
Annuity Service Award
 
Mutual Fund Service Award
 
Annuity Service Award
 
Mutual Fund Service Award
 
Annuity Service Award
 
Mutual Fund Service Award
 
Mutual Fund Service Award
 
Mutual Fund Service Award
 
Annuity Service Award
 
 
 
1995
 
 
Mutual Fund Service Award
 
Mutual Fund Service Award
 
Mutual Fund Service Award
 
Mutual Fund Service Award
 
Mutual Fund Service Award
 
Mutual Fund Service Award
 
Mutual Fund Service Award
 
 
 
1994
 
 
Mutual Fund Service Award
 
Mutual Fund Service Award
 
Mutual Fund Service Award
 
Mutual Fund Service Award
 
Mutual Fund Service Award
 
 
 
1993
 
 
Mutual Fund Service Award
 
 
Mutual Fund Service Award
 
Mutual Fund Service Award
 
Mutual Fund Service Award
 
Mutual Fund Service Award
 
 
 
1992
 
 
Mutual Fund Service Award
 
Mutual Fund Service Award
 
Mutual Fund Service Award
 
 
 
1991
 
 
Mutual Fund Service Award
 
Mutual Fund Service Award
 
Mutual Fund Service Award
 
Mutual Fund Service Award
 
Mutual Fund Service Award
 
 
 
1990
 
 
Mutual Fund Service Award
 
Mutual Fund Service Award
 
Mutual Fund Service Award
 
Mutual Fund Service Award
;

Total Client Experience

The Total Client Experience Award takes a holistic view of the customer interaction, including both interpersonal aspects (soft skills) as well as the accuracy of all information provided and transactions processed. In order to earn the Total Client Experience Award a firm must meet the highest standards in terms of both the service experience and transaction processing accuracy. Winners of this award represent leaders within the financial services industry.

 
 
 
2016
 
 
Total Client Experience Award
 
 
 
2015
 
 
Total Client Experience Award
 
 
 
2014
 
 
Total Client Experience
 
 
 
2013
 
 
Total Client Experience
 
 
 
2012
 
 
Total Client Experience
 
 
 
2011
 
 
Total Client Experience
;

Key Honors

DALBAR's Key Honors serves to designate those firms who demonstrate their commitment to customers by providing consistently solid service. Recipients of this designation have the proven ability to provide good service to their customers as tested by DALBAR's rigorous service evaluations of telephone communications.

 
 
 
2008
 
 
Financial Intermediary Pre-Sale Service Award Key Honors Recipient
 
Life Insurance Key Honors Recipient
 
 
 
2007
 
 
AXA
Annuity Key Honor Recipient
 
Mutual Fund Key Honors Recipient
 
 
 
2006
 
 
Annuity Service Evaluation Key Honors Recipient
 
 
 
2005
 
 
Mutual Fund Key Honors Recipient
 
 
 
2004
 
 
Mutual Fund Key Honors Recipient
 
Mutual Fund Key Honors Recipient
 
Financial Intermediary Post-Sale Key Honors Recipient
 
Mutual Fund Key Honors
 
 
Mutual Fund Key Honors Recipient
 
Mutual Fund Key Honors Recipient
 
 
Mutual Fund Key Honors Recipient
 
Mutual Fund Key Honors Recipient
 
Mutual Fund Key Honors Recipient
 
 
 
2003
 
 
Financial Intermediary Post-Sale Key Honors Recipient
 
Financial Intermediary Post-Sale Key Honors Recipient
 
Financial Intermediary Post-Sale Key Honors Recipient
 
Mutual Fund Key Honors Recipient
 
Financial Intermediary Post-Sale Key Honors Recipient
 
Annuity Key Honors Recipient
 
 
 
2002
 
 
Mutual Fund Key Honors Recipient
 
Annuity Key Honors Recipient
 
Financial Intermediary Key Honors Recipient
 
 
Mutual Fund Key Honors Recipient
 
 
 
2001
 
 
Annuity Key Honors
 
Mutual Fund Key Honors
 
Financial Intermediary Key Honors
 
 
 
2000
 
 
Financial Intermediary Key Honors Recipient
 
 
Annuity Key Honors Recipient
 
Annuity Key Honors Recipient
 
Annuity Key Honors Recipient
 
Financial Intermediary Key Honors Recipient
 
Financial Intermediary Key Honors Recipient
 
Annuity Key Honors Recipient
 
MFS
Mutual Fund Key Honors Recipient
 
Annuity Key Honors Recipient
 
Annuity Key Honors Recipient
 
Financial Intermediary Key Honors Recipient
 
Annuity Key Honors Recipient
 
Annuity Key Honors Recipient
 
Financial Intermediary Key Honors Recipient
 
Mutual Fund Key Honors Recipient
 
 
Financial Intermediary Key Honors Recipient
 
Financial Intermediary Key Honors Recipient
 
 
 
1999
 
 
Financial Intermediary Key Honors Recipient
 
Annuity Key Honors Recipient
 
AXA
Annuity Key Honors Recipient
 
Mutual Fund Key Honors Recipient
 
Annuity Key Honors Recipient
 
Annuity Key Honors Recipient
 
Mutual Fund Key Honors Recipient
 
Financial Intermediary Key Honors Recipient
 
Mutual Fund Key Honors Recipient
 
Mutual Fund Key Honors Recipient
 
Annuity Key Honors Recipient
 
Financial Intermediary Key Honors Recipient
 
Annuity Key Honors Recipient
 
Annuity Key Honors Recipient
 
Financial Intermediary Key Honors Recipient
 
 
Mutual Fund Key Honors Recipient
 
Annuity Key Honors Recipient
 
Mutual Fund Key Honors Recipient
 
Financial Intermediary Key Honors Recipient
 
 
 
1998
 
 
AIM
Mutual Fund Key Honors Recipient
 
Annuity Key Honors Recipient
 
Mutual Fund Key Honors Recipient
 
Mutual Fund Key Honors Recipient
 
Mutual Fund Key Honors Recipient
 
Financial Intermediary Key Honors Recipient
 
Mutual Fund Key Honors Recipient
 
Financial Intermediary Key Honors Recipient
 
Annuity Key Honors Recipient
 
 
Financial Intermediary Key Honors Recipient
 
Mutual Fund Key Honors Recipient
 
Mutual Fund Key Honors Recipient
 
 
Financial Intermediary Key Honors Recipient
 
Annuity Key Honors Recipient
 
Mutual Fund Key Honors Recipient
 
Financial Intermediary Key Honors Recipient
 
Annuity Key Honors Recipient
 
Mutual Fund Key Honors Recipient
 
 
 
1997
 
 
Mutual Fund Key Honors Recipient
 
MFS
Mutual Fund Key Honors Recipient
 
Mutual Fund Key Honors Recipient
 
Mutual Fund Key Honors Recipient
 
Mutual Fund Key Honors Recipient
 
 
 
1996
 
 
AIM
Mutual Fund Key Honors Recipient
 
Mutual Fund Key Honors Recipient
 
Mutual Fund Key Honors Recipient
 
Mutual Fund Key Honors Recipient
 
Mutual Fund Key Honors Recipient
 
Mutual Fund Key Honors Recipient
 
Mutual Fund Key Honors Recipient
 
Mutual Fund Key Honors Recipient
 
Mutual Fund Key Honors Recipient
 
Mutual Fund Key Honors Recipient
 
 
 
1995
 
 
Mutual Fund Key Honors Recipient
 
Mutual Fund Key Honors Recipient
 
Mutual Fund Key Honors Recipient
 
Mutual Fund Key Honors Recipient
 
Mutual Fund Key Honors Recipient
 
Mutual Fund Key Honors Recipient
 
Mutual Fund Key Honors Recipient
 
MFS
Mutual Fund Key Honors Recipient
 
Mutual Fund Key Honors Recipient
 
Mutual Fund Key Honors Recipient
 
Mutual Fund Key Honors Recipient
 
Mutual Fund Key Honors Recipient
 
Mutual Fund Key Honors Recipient
 
Mutual Fund Key Honors Recipient
 
Mutual Fund Key Honors Recipient
;

Recognition for Excellence

DALBAR's Recognition for Excellence Award provides financial services firms with third party recognition for the high quality service delivery to their customer. Institutions that achieve excellence are able to promote their success story to customers and prospective customers.

 
 
 
2016
 
 
LPL Investor Solutions Contact Center
 
 
LPL Worksite Solutions Contact Center
 
Seal of Excellence in Telephone Support for New Retirement Plan Implementation
 
 
 
2015
 
 
Seal of Excellence for Call Center Service - Awarded to BNY Mellon Asset Servicing for service to Tweedy, Browne & Co. Funds Shareholders
 
 
Seal of Excellence for Call Center Service - Awarded to BNY Mellon Asset Servicing for service to Pacific Funds Shareholders
 
 
Seal of Excellence for Call Center Service - Awarded to BNY Mellon Asset Servicing for service to Legg Mason Shareholders
 
 
Seal of Excellence for Call Center Service - Awarded to BNY Mellon Asset Servicing for service to Delaware Investments Shareholders
 
Seal of Excellence in Email Correspondence with Retirement Plan Sponsors and Third Party Administrators
 
 
Seal of Excellence in Email Correspondence for New Retirement Plan Implementation
 
 
Seal of Excellence in Telephone Support for New Retirement Plan Implementation
 
Seal for Excellence in Contact Center Service to Shareholders
 
 
Seal for Excellence in Contact Center Service to Financial Professionals
 
 
 
2014
 
 
Seal of Excellence for Agent Interactions – Disability Income New Business
 
 
Seal of Excellence for Agent Interactions – Disability Income Underwriting
 
Seal of Excellence for Call Center Service - Awarded to BNY Mellon Asset Servicing for service to Tweedy, Browne & Co. Funds Shareholders
 
 
Seal of Excellence for Call Center Service - Awarded to BNY Mellon Asset Servicing for service to Pacific Life Funds Shareholders
 
 
Seal of Excellence for Call Center Service - Awarded to BNY Mellon Asset Servicing for service to Voya Fund Shareholders
 
 
Seal of Excellence for Call Center Service - Awarded to BNY Mellon Asset Servicing for service to Voya 529 Fund Shareholders
 
Seal of Excellence in Support and Service
 
Seal for Excellence in Call Center Service to Shareholders
 
 
Seal for Excellence in Call Center Service to Financial Professionals
 
 
 
2013
 
 
Seal of Excellence for Agent Interactions – Disability Income New Business
 
 
Seal of Excellence for Agent Interactions – Disability Income Underwriting
 
Seal of Excellence For Call Center Service - Awarded to BNY Mellon Asset Servicing for service to Tweedy, Browne Fund Inc. Shareholders
 
 
Seal of Excellence For Call Center Service - Awarded to BNY Mellon Asset Servicing for service to Pacific Life Funds Shareholders
 
 
Seal of Excellence For Call Center Service - Awarded to BNY Mellon Asset Servicing for service to ING Fund Shareholders
 
Overall Customer Satisfaction
 
Seal for Excellence in Call Center Service to Shareholders
 
 
Seal for Excellence in Call Center Service to Financial Professionals
 
 
 
2012
 
 
Seal of Excellence for Agent Interactions – Disability Income New Business
 
 
Seal of Excellence for Agent Interactions – Disability Income Underwriting
 
Seal of Excellence For Call Center Service - Awarded to BNY Mellon Asset Servicing for service to Tweedy, Browne Fund Inc. Shareholders
 
 
Seal of Excellence For Call Center Service - Awarded to BNY Mellon Asset Servicing for service to Pacific Life Funds Shareholders
 
 
Seal of Excellence For Call Center Service - Awarded to BNY Mellon Asset Servicing for service to ING Fund Shareholders
 
My Personal Champion®
 
Seal of Excellence in Support and Service
 
Seal for Excellence in Call Center Service to Shareholders
 
 
Seal for Excellence in Call Center Service to Financial Professionals
 
 
 
2011
 
 
Seal of Excellence for Agent Interactions – Disability Income Underwriting
 
 
Seal of Excellence for Agent Interactions – Disability Income New Business
 
Seal of Excellence For Call Center Service - Awarded to BNY Mellon Asset Servicing for service to Tweedy, Browne Fund Inc. Shareholders
 
 
Seal of Excellence For Call Center Service - Awarded to BNY Mellon Asset Servicing for service to Pacific Life Funds Shareholders
 
 
Seal of Excellence For Call Center Service - Awarded to BNY Mellon Asset Servicing for service to ING Fund Shareholders
 
 
Seal of Excellence For Call Center Service - Awarded to BNY Mellon Asset Servicing for service to BlackRock 529 Plan Participants
 
Seal of Excellence for MetLife's Employee Benefits - National Accounts Project Management Certification Program (PMCP) / Implementation Process
 
 
Seal of Excellence for MetLife's Employee Benefits - Implementation (10 - 999 employee groups)
 
Seal for Excellence in Call Center Service to Shareholders
 
 
Seal for Excellence in Call Center Service to Financial Professionals
 
 
 
2010
 
 
Seal of Excellence for Agent Interactions – Disability Income Underwriting
 
 
Seal of Excellence for Agent Interactions – Disability Income New Business
 
Seal for Excellence in Call Center Service to Shareholders
 
 
Seal for Excellence in Call Center Service to Financial Professionals
 
 
 
2009
 
 
Seal of Excellence for Policy Owner Services Premium Payments
 
 
Seal of Excellence for Policy Owner Services Life Insurance Policy Administration
 
 
Seal of Excellence for Policy Owner Services Disability Income (DI) Policy Administration
 
 
Seal of Excellence for Agent Interactions – Disability Income New Business
 
 
Seal of Excellence for Agent Interactions – Disability Income Underwriting
 
 
Seal of Excellence for Policy Owner Services Call Center Support
 
Seal of Excellence for Transaction Processing
 
 
Seal of Excellence for Call Center Support to Plan Sponsors
 
 
 
2008
 
 
Seal of Excellence for Agent Interactions – Disability Income New Business
 
 
Seal of Excellence for Agent Interactions – Disability Income Underwriting
 
 
Seal of Excellence for Policy Owner Services Premium Payments
 
 
Seal of Excellence for Policy Owner Services Life Policy Administration
 
 
Seal of Excellence for Policy Owner Services Call Center Support
 
 
Seal of Excellence for Policy Owner Services Disability Income (DI) Policy Administration
 
Seal of Excellence for Transaction Processing
 
 
Seal of Excellence for Call Center Support to Plan Sponsors
 
Seal of Excellence for Call Center Service
 
Seal of Excellence for Call Center Service
 
 
 
2007
 
 
Seal of Excellence for Policy Owner Services Premium Payments
 
 
Seal of Excellence for Policy Owner Services Life Policy Administration
 
 
Seal of Excellence for Policy Owner Services Call Center Support
 
 
Seal of Excellence for Policy Owner Services Disability Income (DI) Policy Administration
 
Seal of Excellence for Transaction Processing
 
 
Seal of Excellence for Call Center Support to Plan Sponsors
 
 
 
2006
 
 
Seal of Excellence for Policy Owner Services Premium Payments
 
 
Seal of Excellence for Policy Owner Services Life Policy Administration
 
 
Seal of Excellence for Policy Owner Services Call Center Support
 
 
Seal of Excellence for Policy Owner Services Disability Income (DI) Policy Administration
 
Seal of Excellence for Transaction Processing
 
 
Seal of Excellence for Call Center Support to Plan Sponsors
 
 
 
2005
 
 
Seal of Excellence for Policy Owner Services Premium Payments
 
 
Seal of Excellence for Policy Owner Services Life Policy Administration
 
 
Seal of Excellence for Policy Owner Services Disability Income (DI) Policy Administration
 
 
Seal of Excellence for Policy Owner Services Call Center Support
 
Seal of Excellence for Transaction Processing
 
 
Seal of Excellence for Call Center Support to Plan Sponsors
 
 
 
2004
 
 
Seal of Excellence for Policy Owner Services Premium Payments
 
 
Seal of Excellence for Policy Owner Services Policy Administration
 
 
Seal of Excellence for Policy Owner Services Call Center Support
;

Financial Services Communications Seal

DALBARCommunications Seal is a mark of excellence and is only awarded to communications in financial services that excel in meeting the needs of consumers.

 
 
 
2016
 
 
Mutual Fund Statement
 
 
 
2015
 
 
Mutual Fund Statement
 
Brokerage Statement
 
408(b)(2) Fee Disclosure
 
Defined Contribution Statement
 
 
Total Retirement Statement
 
Brokerage Statement
 
Defined Contribution Plan Participant Statement
 
Defined Contribution Statement
 
Mutual Fund Statement
 
DC Plan Participant Web Site
 
Defined Contribution Plan Participant Website
 
 
Mutual Fund Statement
 
 
 
2014
 
 
Consumer Life Insurance & Annuity Web Site
 
 
Financial Professional Life Insurance & Annuity Web Site
 
Wealth Management Client Reports
 
Defined Contribution Plan Sponsor Web Site
 
Mutual Fund Statement
 
Legal Statement
 
Brokerage Statement
 
408(b)(2) Fee Disclosure
 
Defined Contribution Plan Participant Web Site
 
Mutual Fund Statement
 
Consumer Life Insurance & Annuity Web Site
 
 
Financial Professional Life Insurance & Annuity Website
 
Mutual Fund Statement
 
Defined Contribution Plan Participant Statement
 
 
Defined Benefit Statement
 
 
Consumer Life Insurance & Annuity Web Site
 
 
Financial Professional Life Insurance & Annuity Website
 
Plan Participant Web Site
 
 
Consumer Mutual Fund Web Site
 
 
Defined Contribution Statement
 
 
Total Retirement Statement
 
Financial Professional Life Insurance & Annuity Website
 
 
Consumer Life Insurance & Annuity Web Site
 
Life & Annuity Consumer Web Site
 
Plan Sponsor Web Site
 
Financial Professional Life Insurance & Annuity Website
 
 
Consumer Life Insurance & Annuity Web Site
 
 
Lifeline - Financial Professional Life Insurance & Annuity Website
 
Brokerage Statement
 
Defined Contribution Plan Participant Statement
 
Plan Participant Web Site
 
 
Consumer Life Insurance & Annuity Web Site
 
Defined Contribution Statement
 
Defined Contribution Plan Participant Web Site
 
 
Defined Contribution Plan Sponsor Web Site
 
Variable Universal Life Statement
 
Consumer Mutual Fund Web Site
 
 
Consumer Life Insurance & Annuity Web Site
 
 
Financial Professional Life Insurance & Annuity Web Site
 
Consumer Mutual Fund Web Site
 
 
Consumer Life Insurance & Annuity Web Site
 
 
Plan Participant Web Site
 
 
Plan Sponsor Web Site
 
Mutual Fund Statement
 
Consumer Life Insurance & Annuity Web Site
 
 
Financial Professional Life Insurance & Annuity Website
 
DC Plan Sponsor Web Site
 
 
DC Plan Participant Web Site
 
Life Insurance & Annuity Consumer Website
 
Mutual Fund Statement
 
 
Defined Contribution Plan Participant Website
 
Consumer Life Insurance & Annuity Web Site
 
 
 
2013
 
 
Mutual Fund Statement
 
Brokerage Statement
 
408(b)(2) Fee Disclosure
 
ICMA-RC Defined Contribution Plan Participant Voice Response System - VantageLine
 
Mutual Fund Statement
 
Defined Contribution Plan Participant Statement
 
 
Defined Benefit Statement
 
Total Retirement Statement
 
 
Defined Contribution Statement
 
Consumer Life Insurance & Annuity Website
 
 
Financial Professional Life Insurance & Annuity Website
 
Life & Annuity Consumer Web Site
 
Plan Sponsor Web Site
 
 
Plan Participant Web Site
 
Financial Professional Life Insurance & Annuity Website
 
Brokerage Statement
 
Retirement & Investment Management Statement
 
 
Charitable & Endowment Services Statement
 
 
Investment Advisory & Trust Statement
 
Defined Contribution Plan Participant Statement
 
Defined Contribution Statement
 
Defined Contribution Plan Sponsor Web Site
 
 
Defined Contribution Plan Participant Web Site
 
Index Universal Life Statement
 
 
Flexible Choice Whole Life Statement
 
Consumer Mutual Fund Web Site
 
 
Consumer Life Insurance & Annuity Web Site
 
 
Plan Sponsor Web Site
 
DC Plan Participant Web Site
 
 
DC Plan Sponsor Web Site
 
Private Wealth Management Trust Statement
 
408(b)(2) Disclosure Summary
 
 
Defined Contribution Plan Participant Website
 
 
 
2012
 
 
Variable Annuity Statement
 
408(b)(2) Time to Review & Welcome Kit Document
 
Mutual Fund Statement
 
Total Retirement Statement
 
 
Defined Contribution Plan Participant Statement
 
 
Plan Participant Website
 
Brokerage Statement
 
Defined Contribution Plan Sponsor Web Site
 
ING
Mutual Fund Statement
 
Client Reporting Evaluation
 
Mutual Fund Statement
 
Defined Contribution Plan Participant Statement
 
 
Defined Benefit Statement
 
Defined Contribution Plan Participant Web Site
 
 
Defined Contribution Plan Sponsor Web Site
 
 
Total Retirement Statement
 
 
Defined Contribution Statement
 
Consumer Life Insurance & Annuity Website
 
Life & Annuity Consumer Web Site
 
Brokerage Statement
 
Investment Advisory & Trust Statement
 
 
Charitable & Endowment Services Statement
 
 
Retirement & Investment Management Statement
 
Defined Contribution Statement
 
Defined Contribution Plan Participant Website
 
Defined Contribution Plan Sponsor Web Site
 
 
Defined Contribution Plan Participant Web Site
 
Defined Contribution Statement
 
 
404(a)(5) Summary of Plan Services and Costs (Single Vendor)
 
 
404(a)(5) Summary of Plan Services and Costs (Multi-Vendor)
 
 
404(a)(5) Investment Options Comparative Chart (Single Vendor)
 
 
404(a)(5) Investment Options Comparative Chart (Multi-Vendor)
 
 
Consumer Life Insurance & Annuity Web Site
 
 
Plan Sponsor Web Site
 
 
Consumer Mutual Fund Web Site
 
Mutual Fund Quarterly Statement
 
DC Plan Participant Web Site
 
 
DC Plan Sponsor Web Site
 
Life Insurance & Annuity Consumer Website
 
Defined Contribution Plan Participant ClearView Statement
 
Mutual Fund Statement
 
 
Defined Contribution Plan Participant Website
 
 
 
2011
 
 
Variable Annuity Statement
 
Life Insurance & Annuity Financial Professional Web Site
 
Mutual Fund Statement
 
Defined Contribution Plan Participant Statement
 
 
Total Retirement Statement
 
Brokerage Statement
 
404(a)(5) Fee Disclosure
 
457 - Deferred Compensation Statement
 
ING
Defined Contribution Plan Participant Website
 
Client Reporting
 
Mutual Fund Statement
 
Defined Contribution Plan Sponsor Web Site
 
 
Defined Contribution Plan Participant Statement
 
Defined Contribution Plan Participant Web Site
 
 
Defined Contribution Plan Sponsor Web Site
 
 
Defined Contribution Statement
 
 
Total Retirement Statement
 
Life & Annuity Consumer Web Site
 
Brokerage Statement
 
Investment Advisory & Trust Statement
 
 
Charitable & Endowment Service Statement
 
 
Retirement & Investment Management Statement
 
Defined Contribution Plan Participant Statement
 
Defined Contribution Plan Participant Statement
 
Defined Contribution Plan Participant Statement
 
Variable Annuity Statement
 
Defined Contribution Plan Sponsor Web Site
 
 
Defined Contribution Plan Participant Web Site
 
Life Insurance & Annuity Financial Professional Web Site
 
DC Plan Sponsor Web Site
 
 
DC Plan Participant Web Site
 
 
 
2010
 
 
Mutual Fund Statement
 
Total Retirement Statement
 
 
Defined Contribution Plan Participant Statement
 
Brokerage Statement
 
Mutual Fund Statement
 
Defined Contribution Plan Sponsor Web Site
 
 
Defined Contribution Plan Participant Web Site
 
 
Defined Contribution Plan Statement
 
Defined Contribution Plan Participant Statement
 
Defined Contribution Plan Participant Statement
 
 
Performance Report
 
 
Defined Contribution Plan Participant Web Site
 
Brokerage Statement
 
Investment Advisory & Trust Statement
 
 
Charitable & Endowment Service Statement
 
 
Retirement & Investment Management Statement
 
Defined Benefit Statement
 
 
Defined Contribution Plan Participant Statement
 
Total Retirement Statment
 
 
Defined Benefit Plan Participant Statement
 
 
Defined Contribution Plan Participant Statement
 
Defined Contribution Plan Participant Statement
 
Defined Contribution Plan Participant Statement
 
DC Plan Sponsor Web Site
 
 
DC Plan Participant Web Site
 
 
 
2009
 
 
Mutual Fund Statement
 
Retail Brokerage Statement
 
 
Institutional Brokerage Statement
 
Total Retirement Statement
 
 
Defined Contribution Plan Participant Statement
 
Brokerage Statement
 
Mutual Fund Statement
 
Defined Contribution Plan Sponsor Web Site
 
 
Defined Contribution Plan Participant Web Site
 
Annual Report to Shareholders
 
Defined Contribution Plan Participant Statement
 
 
Defined Benefit Statement
 
 
Total Retirement Statement
 
DC Plan Participant Web Site
 
 
Defined Contribution Plan Participant Statement
 
Brokerage Statement
 
Investment Advisory & Trust Statement
 
 
Charitable & Endowment Service Statement
 
 
Retirement & Investment Management Statement
 
Variable Annuity Statement
 
 
Total Retirement Statement
 
 
Mutual Fund Quarterly Statement
 
 
Defined Contribution Plan Participant Statement
 
 
Defined Benefit Plan Participant Statement
 
Total Retirement Statment
 
 
Defined Benefit Plan Participant Statement
 
 
Defined Contribution Plan Participant Statement
 
 
Variable Annuity Statement
 
Variable Annuity Statement
 
Defined Contribution Plan Participant Web Site
 
 
Defined Contribution Plan Participant Statement
 
401(k) Plan Participant Statement
 
DC Plan Sponsor Web Site
 
 
DC Plan Participant Web Site
 
 
 
2008
 
 
Mutual Fund Statement
 
Defined Contribution Plan Participant Statement
 
Defined Contribution Plan Participant Statement
 
Brokerage Statement
 
Mutual Fund Statement
 
Variable Annuity Statement
 
Defined Contribution Plan Participant Web Site
 
 
Defined Contribution Plan Sponsor Web Site
 
 
457 Deferred Compensation Statement
 
 
401 Defined Contribution Statement
 
 
ICMA-RC Defined Contribution Plan Participant Voice Response System - VantageLine
 
Defined Contribution Plan Statement, Multifund Product
 
 
Defined Contribution Plan Statement, Director Product
 
Defined Benefit Statement
 
 
Total Retirement Statement
 
Brokerage Statement
 
Investment Advisory & Trust Statement
 
 
Charitable & Endowment Service Statement
 
 
Retirement & Investment Management Statement
 
Defined Benefit Plan Participant Statement
 
 
Defined Contribution Plan Participant Statement
 
 
Mutual Fund Quarterly Statement
 
 
Total Retirement Statement
 
 
Variable Annuity Statement
 
Defined Contribution Plan Participant Statement
 
 
Defined Benefit Plan Participant Statement
 
 
Total Retirement Statment
 
 
DC Plan Participant Website
 
 
Variable Annuity Statement
 
Brokerage Statement
 
Annual Report to Shareholders
 
Variable Annuity Statement
 
Defined Contribution Plan Participant Statement
 
 
Defined Contribution Plan Participant Web Site
 
401(k) Plan Participant Statement
 
Defined Contribution Plan Statement
 
 
DC Plan Participant Web Site
 
 
DC Plan Sponsor Web Site
 
 
 
2007
 
 
AXA
Variable Annuity Quarterly Statement
 
Long-Term Care Business Owner Suite
 
 
RPP Producer Packet
 
 
Target Market Kit
 
 
Tele-Med Kit
 
 
Field Underwriting Guide (Disability Insurance)
 
Mutual Fund Statement
 
Premium Brokerage Statement for Institutional and Retail
 
Mutual Fund Statement
 
401 Defined Contribution Statement
 
 
457 Deferred Compensation Statement
 
 
ICMA-RC Defined Contribution Plan Participant Voice Response System - VantageLine
 
 
Defined Contribution Plan Participant Web Site
 
 
Defined Contribution Plan Sponsor Web Site
 
Defined Benefit Statement
 
 
Total Retirement Statement
 
Defined Contribution Plan Participant Statement
 
Variable Annuity Statement
 
Brokerage Statement
 
Defined Contribution Participant Statement
 
Retirement & Investment Service Statement
 
 
Charitable & Endowment Service Statement
 
 
Investment Advisory & Trust Statement
 
Defined Benefit Plan Participant Statement
 
Defined Benefit Plan Participant Statement
 
 
Total Retirement Statement
 
 
Mutual Fund Quarterly Statement
 
 
Variable Annuity Statement
 
 
Defined Contribution Plan Participant Statement
 
 
Defined Contribution Plan Sponsor Web Site
 
 
Defined Contribution Plan Participant Web Site
 
Total Retirement Statement
 
 
Defined Benefit Plan Participant Statement
 
 
Defined Contribution Plan Participant Statement
 
Annual Report to Shareholders
 
Defined Contribution Plan Participant Web Site
 
 
Defined Contribution Plan Participant Statement
 
401(k) Plan Participant Statement
 
Transamerica's Reinsurance Web Site
 
DC Plan Participant Web Site
 
 
DC Plan Sponsor Web Site
 
Mutual Fund Statement
 
 
 
2006
 
 
AXA
Variable Annuity Quarterly Statement
 
 
Variable Annuity Quarterly Statement
 
Mutual Fund Statement
 
401 Defined Contribution Statement
 
 
457 Deferred Compensation Statement
 
 
ICMA-RC Defined Contribution Plan Participant Voice Response System - VantageLine
 
Brokerage Statement
 
Odyssey Plus Statement
 
 
Evolution Statement
 
 
Panorama Passage Statement
 
 
Panorama Premier Statement
 
 
MassMutual Transitions Statement
 
 
MassMutual Transitions Select Statement
 
 
Total Retirement Statement
 
 
Defined Benefit Statement
 
Defined Contribution Plan Participant Statement
 
Variable Annuity Statement
 
Defined Contribution Participant Statement
 
Investment Advisory & Trust Statement
 
 
Charitable & Endowment Service Statement
 
 
Retirement & Investment Service Statement
 
Defined Contribution Plan Participant Statement
 
 
Defined Benefit Plan Participant Statement
 
 
Total Retirement Statement
 
 
Mutual Fund Quarterly Statement
 
 
Variable Annuity Statement
 
 
DC Plan Participant Web Site
 
 
DC Plan Sponsor Web Site
 
Defined Contribution Plan Participant Statement
 
 
Defined Benefit Plan Participant Statement
 
 
Total Retirement Statement
 
Annual Report to Shareholders
 
Defined Contribution Plan Participant Statement
 
 
Defined Contribution Plan Participant Web Site
 
Government Markets (457) Plan Sponsor Statement
 
Government Markets (457) Plan Participant Quarterly Statement
 
 
Government Markets (457) Plan Sponsor Quarterly Statement
 
 
Government Markets (457) Consolidated Plan Sponsor Statement
 
 
Participant Quarterly Statements
 
 
401(k) Plan Participant Statement
 
Financial Professional Web Site
 
DC Plan Sponsor Web Site
 
 
DC Plan Participant Web Site
 
 
 
2005
 
 
Mutual Fund Statement
 
Annual Report to Shareholders
 
AXA
Variable Annuity Quarterly Statement
 
 
Variable Annuity Quarterly Statement
 
DC Plan Participant Web Site
 
Defined Contribution Plan Participant Statement
 
Defined Contribution Plan Participant Statement
 
 
Defined Contribution Plan Participant Web Site
 
 
Defined Contribution Plan Sponsor Web Site
 
 
ICMA-RC Defined Contribution Plan Participant Voice Response System - VantageLine
 
Brokerage Statement
 
Defined Contribution Plan Participant Statement
 
 
Merrill Lynch Relationship Statement
 
Fixed Annuity Statement
 
Newkirk's Defined Contribution Plan Participant SmartStatement
 
401(k) Plan Participant Statement
 
DC Plan Participant Web Site
 
 
DC Plan Sponsor Web Site
 
Defined Contribution Plan Participant Statement
 
 
Defined Benefit Plan Participant Statement
 
 
Total Retirement Statement
 
Defined Contribution Plan Participant Statement
 
Defined Contribution Plan Participant Web Site
 
Mutual Fund Statement
 
401(k) Plan Participant Statement
 
DC Plan Sponsor Web Site
 
 
Plan Participant Web Site, www.TA-Retirement.com
 
 
 
2004
 
 
Polar & Seasons Variable Annuity Statement
 
www.Accessallstate.com
 
Annual Report to Shareholders
 
AXA
Variable Annuity Quarterly Statement
 
 
Variable Annuity Quarterly Statement
 
Defined Contribution Plan Participant Statement
 
Defined Contribution Enrollment Kit
 
Guardian Term and Modified Whole Life (Lifespan) Policy Guides
 
 
Annuity ClientTrak Brochure
 
ICMA-RC Defined Contribution Plan Participant Voice Response System - VantageLine
 
Brokerage Statement
 
Taft-Hartley Plan Participant Statemet
 
 
Defined Contribution Plan Participant Statement
 
 
Defined Benefit Plan Participant Statement
 
Defined Contribution Plan Participant Statement
 
MFS
MFS Mutual Fund Statement
 
Defined Contribution Plan Participant Statement
 
Fixed Annuity Statement
 
Brokerage Statement
 
401(k) Plan Participant Statement
 
DC Plan Participant Web Site
 
 
DC Plan Sponsor Web Site
 
 
Variable Annuity Statement
 
 
Mutual Fund Quarterly Statement
 
 
Defined Contribution Plan Participant Statement
 
 
Defined Benefit Plan Participant Statement
 
Defined Contribution Plan Participant Statement
 
 
Defined Benefit Plan Participant Statement
 
Defined Contribution Plan Participant Statement
 
 
Defined Contribution Plan Sponsor Statement
 
 
Defined Contribution Plan Participant Web Site
 
Mutual Fund Quarterly Statement
 
Government Markets (457) Plan Participant Quarterly Statement
 
 
Government Markets (457) Plan Sponsor Quarterly Statement
 
 
401(k) Plan Participant Statement
 
 
 
2003
 
 
Mutual Fund Annual Reports
 
AXA
Variable Annuity Quarterly Statement
 
 
 
Schwab Retirement Plan Services Quarterly Statement
 
The Delaware Administrative Review for 401(k) Plan Sponsors
 
Fidelity.com/annuities
 
"A Key to Your Dreams" DC Plan Enrollment Kit
 
 
"The Nature of Retirement" DC Plan Enrollment Kit
 
The Guardian Whole Life Insurance Annual Benefit Statement
 
Defined Contribution Plan Participant Web Site
 
The JP Morgan Defined Contribution Plan Participant Web Site
 
Retirement Statement
 
Defined Contribution Plan Participant Statement
 
 
Defined Benefit Statement
 
 
Taft Hartley Statement
 
 
Total Retirement Statement
 
 
Panorama Premier Variable Annuities Quarterly Statement
 
 
Panorama Passage Variable Annuity Quarterly Statement
 
 
Transitions Variable Annuities Statement
 
 
Evolution Variable Annuity Statement
 
Defined Contribution Plan Participant Statement
 
Fixed Annuity Statement
 
 
Variable Annuity Quarterly Statement
 
Participant Retirement Statement
 
Wealth Management Statement
 
Retirement Plan Statement
 
 
Defined Benefit Plan Particpant Statement
 
 
Variable Annuity Statement
 
 
Participant Web Site
 
 
Mutual Fund Statement
 
Reitirement and Investment Services Defined Contribution Statement
 
 
Retirement and Investment Services Defined Benefit Statement
 
Securian Plan Sponsor Report
 
 
Defined Contribution Plan Participant Web Site
 
 
Retirement Plan Participant Statement
 
457 Quartely Statement
 
 
401(K) Plan Participant Statement
 
Vintage Life Quarterly Statement
 
 
Survivorship Variable Life Quarterly Statement
 
Mutual Fund Statement
 
Quarterly Mutual Fund Statement
 
 
 
2002
 
 
Variable Annuity Quarterly Statement for Polaris and Seasons
 
Mutual Fund Statement
 
 
J.P. Morgan/ American Century RPS Participant Web Site
 
AXA
Advisors Investment Report
 
 
 
 
Variable Annuity Quarterly Statement
 
E-Statement
 
LifeNet-Agency Dashboard Web Site
 
Guardian 401(k) Enrollment Kit
 
J.P. Morgan/ American Century RPS Participant Web Site
 
Retirement Account Statement
 
MassMutual Annuities Transitions Quarterly Statement
 
 
MassMutual Annuities Transitions Transaction Confirmation
 
 
Panorama Passage Quarterly Statement
 
 
Panorama Premier Quarterly Statement
 
 
MassMutual Retirement Services Journey DC Participant Web site.
 
Defined Contribution Plan Participant Statement
 
2002 Financial Professional Annuity Web Site
 
Defined Contribution Participant Statement
 
Charitable & Endowment Service Statement
 
 
PNC Revocable and Irrevocable Trust Statement
 
 
PNC Advisors Wealth Management Statement
 
Participant Web Site
 
AccuServeOnline Participant Web Site
 
Growth 401(k) Enrollment Kit
 
Mutual Fund Summary Report
 
457 Quarterly Statement
 
Mutual Fund Investor Statement
 
Mutual Fund Statement
 
 
 
2001
 
 
Variable Annuity Statement for Polaris, Seasons & Anchor National
 
Mutual Fund Investor Statement
 
Retail Annual Report
 
 
Institutional Annual Report
 
 
Mutual Fund Statement
 
Statement of Financial Accounts
 
AXA
Accumulator Welcome Brochure
 
 
Advisors Investment Report
 
Correspondent Brokerage Statement
 
DirectorSM Retirement Statement
 
Brokerage Investor Statement
 
Retirement Account Statement
 
Panorama Passage Quarterly Statement
 
 
Panorama Premier Quarterly Statement
 
Millennium Retirement Plan Statement
 
 
How bright will your future be?
 
The Best of America Sales Kit
 
Investment Performance Results Brochure
 
 
Retirement Plan Statement
 
Prudential.com
 
Growth 401(k) Enrollment Kit
 
Mutual Fund Summary Report
 
457 Quarterly Statement
 
Mutual Fund Quarterly Statement
 
Variable Annuity Quarterly Statement-Non qualified and IRA
 
 
 
2000
 
 
Ovation Variable Annuity Statement
 
Annual Report
 
 
Investor Class Prospectus
 
AXA
 
 
Variable Annuity Quarterly Statement
 
Retirement Plan Statement
 
Preferred Statement
 
 
In-Depth Statement
 
Total Retirement Statement
 
 
Defined Benefit & Cash Balance Statement
 
Priority Client Statement
 
 
The Merrill Lynch Millenium 401(k) Statement
 
Investment Advisory & Trust Statement
 
Retirement Plan Statement
 
Check Statements
 
 
Whole Life Value Statement
 
Mutual Fund Summary Report
 
Participant Statement
 
Kemper Destinations
 
 
 
1999
 
 
401(K) Saving Plan Statement w/J.P. Morgan
 
Retirement Plan Statement
 
401(K) Savings Plan Statement
 
Statement Plus 401(K) Statement
 
 
Panorama Premier Quarterly Statement
 
 
Panorama Passage Quarterly Statement
 
CMA Brokerage Statement
 
 
The Merrill Lynch Millenium 401(k) Statement
 
Billing Statements
;

Crystal Pyramid

DALBAR's Crystal Pyramid Award recognizes companies for their success at achieving excellence in the eyes of their customers. Those companies have demonstrated that it takes more than understanding and delivering what customers need and expect. It takes a group of people who reach beyond the ordinary to strive for the extraordinary.

 
 
 
2008
 
 
Excellence in Support to Financial Professionals
 
 
 
2007
 
 
Excellence in Support to Financial Professionals
 
 
 
2006
 
 
Excellence in Support to Financial Professionals
 
 
 
2004
 
 
Excellent in Financial Professionals' Opinion of Mutual Fund Firms
 
 
Excellent in Financial Professionals' Opinion of Mutual Fund National Firm Channel
 
#1 in Financial Professionals' Opinion of Mutual Fund National Firm Channel
 
 
Excellent in Financial Professionals' Opinion of Mutual Fund Independent Firm Channel/Registered Investment Advisor
 
 
#1 in Financial Professionals' Opinion of Mutual Fund Regional Firm Channel
 
 
#1 in Financial Professionals' Opinion of Mutual Fund Insurance Channel
 
 
#1 in Financial Professionals' Opinion of Mutual Funds Bank Channel
 
 
Excellent in Financial Professionals' Opinion of Mutual Fund Firms
 
 
#1 in Main Office Marketing Managers' Opinion of Mutual Fund Market Leaders
 
 
#1 in Main Office Operations Managers' Opinion of Mutual Fund Market Leaders
 
#1 in Financial Professionals' Opinion of Variable Annuity Firms
 
Excellent in Financial Professionals' Opinion of Mutual Fund National Firm Channel
 
Excellent in Financial Professionals' Opinion of Mutual Fund Independent Firm Channel/Registered Investment Advisor
 
Excellent in Financial Professionals' Opinion of Mutual Fund Independent Firm Channel/Registered Investment Advisor
 
 
Excellent in Financial Professionals' Opinion of Mutual Fund Firms
 
#1 in Financial Professionals' Opinion of Mutual Fund Firms
 
 
Excellent in Financial Professionals' Opinion of Mutual Fund Independent Firm Channel/Registered Investment Advisor
 
Excellent in Financial Professionals' Opinion of Mutual Fund Bank Channel
 
Excellent in Financial Professionals' Opinion of Mutual Fund Regional Firm Channel
 
Excellent in Financial Professionals' Opinion of Mutual Fund Firms
 
#1 in Main Office Operations Managers' Opinion of Mid-Size Mutual Fund Firms
 
#1 in Main Office Marketing Managers' Opinion of Mid-Size Mutual Fund Firms
 
Excellent in Financial Professionals' Opinion of Variable Annuity Firms
 
#1 in Financial Professionals' Opinion of Variable Annuity Independent Firm Channel/Registered Advisor
 
#1 in Main Office Marketing Managers' Opinion of Variable Annuity Market Leaders
 
 
Excellent in Financial Professionals' Opinion of Variable Annuity Insurance Channel
 
 
#1 in Financial Professionals' Opinion of Variable Annuity Regional Firm Channel
 
 
#1 in Financial Professionals' Opinion of Variable Annuity National Firm Channel
 
 
#1 in Financial Professionals' Opinion of Variable Annuity Bank Channel
 
 
#1 in Financial Professionals' Opinion of Variable Annuity Firms
 
 
Excellent in Financial Professionals' Opinion of Mutual Fund Firms
 
 
#1 in Financial Professionals' Opinion of Variable Annuity Independent Firm Channel/Registered Advisor
 
Excellent in Financial Professionals' Opinion of Mutual Fund Independent Firm Channel/Registered Investment Advisor
 
#1 in Financial Professionals' Opinion of Variable Annuity Firms
 
 
#1 in Financial Professionals' Opinion of Variable Annuity Regional Firm Channel
 
#1 in Main Office Operations Managers' Opinion of Mid-Size Mutual Fund Firms
 
#1 in Main Office Operations Managers' Opinion of Mid-Size Mutual Fund Firms
 
#1 in Financial Professionals' Opinion of Variable Annuity Bank Channel (Leaders)
 
 
#1 in Financial Professionals' Opinion of Variable Annuity Insurance Channel (Director)
 
 
#1 in Financial Professionals' Opinion of Variable Annuity Insurance Channel (Leaders)
 
 
#1 in Main Office Marketing Managers' Opinion of Mid-Size Variable Annuity Firms (Leaders)
 
 
#1 in Main Office Operations Managers' Opinion of Variable Annuity Market Leaders (Director)
 
 
#1 in Main Office Marketing Managers' Opinion of Mid-Size Variable Annuity Firms (Leaders)
 
 
Excellent in Financial Professionals' Opinion of Mutual Fund National Firm Channel
 
 
Excellent in Financial Professionals' Opinion of Mutual Fund Regional Firm Channel
 
 
Excellent in Financial Professionals' Opinion of Mutual Fund Bank Channel
 
Excellent in Financial Professionals' Opinion of Mutual Fund Independent Firm Channel/Registered Investment Advisor
 
 
Excellent in Financial Professionals' Opinion of Mutual Fund Firms
 
#1 in Financial Professionals' Opinion of Variable Annuity Independent Firm Channel/Registered Investment Advisor
 
Excellent in Financial Professionals' Opinion of Mutual Fund Bank Channel
 
 
 
2003
 
 
AIM
#1 in Main Office Marketing Managers' Opinion of Mutual Fund Market Leaders
 
#1 in Main Office Operations Managers' Opinion of Mutual Fund Market Leaders
 
 
Excellent in Financial Professionals' Opinion of Mutual Fund Market Leaders
 
 
Excellent in Opinion of Financial Professionals- Indpendent Firm Channel
 
 
Excellent in Opinion of Financial Professionals- Insurance Channel
 
 
Excellent in Opinion of Financial Professionals- Regional Firm Channel
 
 
Excellent in Opinion of Financial Professionals-Wirehouse Channel
 
 
Excellent in Opinion of Financial Professionals- Bank Channel
 
Excellent in Financial Professionals' Opinion of Mid-Size Mutual Fund Firms
 
Excellent in Financial Professionals' Opinion of Mid-Size Mutual Fund Firms
 
 
Excellent in Opinion of Financial Professionals- Wirehouse Channel
 
 
Excellent in Opinion of Financial Professionals- Independent Firm Channel/ Registered Investment Advisor
 
#1 in Main Office Operations Managers' Opinion of Mid-Size Mutual Fund Firms
 
Excellent in Opinion of Financial Professionals- Independent Firm Channel/ Registered Investment Advisor
 
 
Excellent in Financial Professionals' Opinion of Mid-Size Mutual Fund Firms
 
Excellent in Financial Professionals' Opinion of Mid-Size Mutual Fund Firms
 
Excellent in Financial Professionals' Opinion of Mid-Size Mutual Fund Firms
 
Excellent in Opinion of Financial Professionals- Bank Channel
 
Excellent in Opinion of Financial Professionals- Independent Firm Channel/ Registered Investment Advisor
 
#1 in Main Office Operations Managers' Opinion of Mutual Fund Market Leaders
 
Excellent in Opionion of Financial Professionals-Insurance Channel
 
Excellent in Financial Professionals' Opinion of Mid-Size Variable Annuity Firms
 
Excellent in Opinion of Financial Professionals- Independent Firm Channel/ Registered Investment Advisor
 
MFS
#1 in Main Office Marketing Managers' Opinion of Mutual Fund Market Leaders
 
Excellent in Financial Professionals' Opinion of Mid-Size Mutual Fund Firms
 
 
Excellent in Financial Professionals' Opinion of Mid-Size Mutual Fund Firms
 
#1 in Main Office Operations Managers' Opinion of Mutual Fund Market Leaders
 
Excellent in Financial Professionals' Opinion of Variable Annuity Market Leaders
 
 
#1 in Opinion of Financial Professionals-Bank Channel
 
 
Excellent in Opinon of Financial Professionals-Insurance Channel
 
 
Excellent in Opinion of Financial Professionals- Wirehouse Channel
 
 
Excellent in Opinion of Financial Professionals- Independent Firm Channel/ Registered Investment Advisor
 
 
#1 in Main Office Marketing Managers' Opinion of Variable Annuity Market Leaders
 
Excellent in Opinion of Financial Professionals- Wirehouse Channel
 
#1 Main Office Operations Managers' Opinion of Mutual Fund Market Leaders
 
#1 in Main Office Marketing Managers' Opinion of Mid-Size Variable Annuity Firms (Leaders)
 
 
#1 in Main Office Operations Managers' Opinion of Variable Annuity Market Leaders (Director)
 
 
#1 in Main Office Operations Managers' Opinion of Mid-Size Variable Annuity Firms (Leaders)
 
 
#1 in Opinion of Financial Professionals- Bank Channel (Director and Leaders)
 
Excellent in Opinion of Financial Professionals-Independent Firm Channel/ Riegistered Investment Advisor
 
#1 in Main Office Marketing Managers' Opinion of Mid-Size Mutual Fund Firms
 
 
 
2002
 
 
AIM
Main Office Marketing Managers' Opinion of Mutual Fund Market Leaders
 
 
Main Office Marketing Managers' Opinion of Mid-Size Variable Annuity Firms
 
Main Office Operations Managers' Opinion of Mid-Size Mutual fund Firms
 
Main Office Market Leaders' Opinion of Mid-Size Variable Annuity Firms
 
Financial Professional Opinion of Mutual Fund Firms-Wire House Channel
 
 
Financial Professional Opinion of Mutual Funds-RIA/Independent Firm Channel
 
 
Financial Professional Opinion of Mutual Funds-RIA/Independent Firm Channel
 
 
Financial Professional Opinion of Mutual Fund Firms-Bank Channel
 
 
Financial Professional Opinion of Mutual Fund Firms-Insurance Channel
 
 
Financial Professional Opinion of Mutual Fund Firms-Regional Firm Channel
 
 
Financial Professional Opinion of Mutual Fund Market Leaders
 
Financial Professional Opinion of Mid-Size Mutual Fund Firms
 
 
Financial Professional Opinion of Mutual Fund Firms-RIA/ Independent Firm Channel
 
Financial Professional Opinion of Mid-Size Mutual Fund Firms
 
 
Financial Professional Opinion of Mid-Size Mutual Fund Firms
 
 
Financial Professional Opinion of Mid-Size Mutual Fund Firms
 
 
Financial Professional Opinion of Mutual Fund Firms-RIA/Independent Channel
 
Main Office Marketing Managers' Opinion of Mid-Size Variable Annuity Firms
 
Financial Professional Opinion of Mid Size Variable Annuity Firms
 
Financial Professional Opinion of Variable Annuity Market Leaders
 
 
Finanical Professionals in the Insurance Channel
 
Main Office Operations Managers' Opinion of Variable Annuity Market Leaders
 
 
Main Office Operations Managers' Opinion of Variable Annuity Market Leaders
 
 
Fiancial Professional Opinion of Variable Annuity Firm-Wire House Channel
 
Financial Professional Opinion of Variable Annuity Firms-RIA/ Independent Firm Channel
 
 
Financial Professional Opinion of Mid-Size Variable Annuity Firms
 
 
Financial Professional Opinion of Variable Annuity Firms-Regional Firm Channel
 
MFS
Main Office Operations Managers' Opinion of Mutual Fund Market Leaders
 
Main Office Operations Managers' Opinion of Mutual Fund Market Leaders
 
Finanical Professional Opinion of Variable Annuity Firms- RIA/ Independent Firm Channel
 
 
Main Office Marketing Managers' Opinion of Mid-Size Variable Annuity Firms
 
SEI
Financial Professional Opinion of Mid-Size Mutual Fund Firms
 
Main Office Marketing Managers' Opinion of Mad-Size Mutual Fund Firms
 
 
Financial Professional Opinionof Mutual Fund Firms-Bank Channel
 
 
Main Office Operations Managers' Opinion of Variable Annuity Market Leaders
 
 
Financial Professional Opinion of Variable Annuity Firms-Wire House Channel
 
 
Financial Professional of Variable Annuity Firms-Bank Channel
 
 
 
2001
 
 
AIM
#1 in General Opinion of Main Office Marketing Managers
 
#1 in General Opinion of Main Office Marketing Managers
 
Excellent in General Opinion of Financial Professionals
 
 
Excellent in General Opinion of Financial Professionals
 
 
Excellent in General Opinion of Financial Professionals
 
 
Excellent in General Opinion of Financial Professionals
 
 
Excellent in General Opinion of Financial Professionals
 
 
Excellent in General Opinion of Financial Professionals
 
#1 in General Opinion of Main Office Marketing Managers
 
#1 in General Opinion of Main Office Operations Managers
 
#1 in General Opinion of Financial Professionals
 
#1 in General Opinion of Main Office Marketing Managers
 
Financial Intermediary Service Award
 
# 1 in General Opinion of Financial Professionals
 
# 1 in General Opinion of Financial Professionals
 
 
#1 in General Opinion of Main Office Marketing Managers
 
 
Excellent in General Opinion of Financial Professionals
 
 
Excellent in General Opinion of Financial Professionals
 
#1 in General Opinion of Main Office Operations Managers
 
#1 in General Opinion of Financial Professionals
 
 
Excellent in General Opinion of Financial Professionals
 
Excellent in General Opinion of Financial Professionals
 
#1 in General Opinion of Main Office Operations Managers
 
#1 in General Opinion of Main Office Operations Managers
 
 
#1 in General Opinion of Main Office Marketing Managers
 
#1 in General Opinion of Main Office Operations Managers
 
#1 in General Opinion of Main Office Operations Managers
 
 
#1 in General Opinion of Financial Professionals
 
 
#1 in General Opinion of Main Office Marketing Managers
 
 
Excellent in General Opinion of Financial Professionals
 
 
#1 in General Opinion of Financial Professionals
 
 
#1 in General Opinion of Financial Professionals
 
 
# 1 in General Opinion of Financial Professionals
 
#1 in General Opinion of Financial Professionals
 
# 1 in General Opinion of Financial Professionals
 
 
 
2000
 
 
Financial Professional Opinion of Mid-Size Fixed Annuity Companies
 
AIM
Financial Professional in the Wire House Channel Opinion of Mutual Fund Companies
 
 
Financial Professional in the Regional Broker/Dealer Channel Opinion of Mutual Fund Companies
 
Financial Professional Opinion of Mutual Fund Companies in the Independent Broker/Dealer Channel
 
Financial Professional in Insurance Companies Opinion of Mutual Fund Companies
 
 
Financial Professional in the Independent Broker/Dealer Channel Opinion of Mutual Fund Companies
 
 
Financial Professional in the Regional Broker/Dealer Channel Opinion of Mutual Fund Companies
 
 
Financial Professional in the Wire House Channel Opinion of Mutual Fund Companies
 
 
Financial Professional Opinion of Mutual Fund Market Leaders
 
Financial Professional in the Insurance Firm Channel Opinion of Variable Annuity Companies
 
Financial Professional in the Wire House Channel Opinion of Mutual Fund Companies
 
Main Office Opinion of Mid-Size Mutual Fund Companies
 
Financial Professional Opinion of Distributor Priced Mutual Fund Companies
 
 
Financial Professional in the Registered Investment Channel Opinion of Mutual Fund Companies
 
Financial Professional Opinion of Mid-Size Variable Annuity Companies
 
Main Office Opinion of Mid-Size Variable Annuity Companies
 
 
Financial Professional Opinion of Fixed Annuity Market Leaders
 
Financial Professional in the Registered Investment Advisor Channel Opinion of Mutual Fund Companies
 
Main Office Opinion of Mid-Size Mutual Fund Companies
 
 
Main Office Opinion of Mid-Size Mutual Fund Companies
 
Financial Professional in the Regional Broker/Dealer Channel Opinion of Variable Annuity Companies
 
MFS
Financial Professional in the Wire House Channel Opinion of Mutual Fund Companies
 
 
Financial Professional in the Regional Broker/Dealer Channel Opinion of Mutual Fund Companies
 
 
Main Office Opinion of Mutual Fund Market Leaders
 
Main Office Opinion of Mid-Size Variable Annuity Companies
 
Financial Professional Opinion of Mid-Size Fixed Annuity Companies
 
Main Office Opinion of Mutual Fund Market Leaders
 
Financial Professional Opinion of Variable Annuity Market Leaders
 
 
Financial Professional in the Independent Broker/Dealer Channel Opinion of Variable Annuity Companies
 
 
Main Office Opinion of Variable Annuity Market Leaders
 
Main Office Opinion of Mutual Fund Market Leaders
 
 
Financial Professional in the Regional Broker/Dealer Channel Opinion of Variable Annuity Companies
 
Main Office Opinion of Mid-Size Variable Annuity Companies
 
Financial Professional Opinion of Mid-Size Mutual Fund Companies
 
Main Office Opinion of Distributor Priced Mutual Fund Companies
 
Financial Professional Opinion of Mid-Size Mutual Fund Companies
 
 
Financial Professional in the Regional Broker/Dealer Channel Opinion of Mutual Fund Companies
 
 
Financial Professional in the Independent Broker/Dealer Channel Opinion of Mutual Fund Companies
 
 
Financial Professional in the Bank Channel Opinion of Mutual Fund Companies
 
 
Financial Professional in the Independent Broker/Dealer Channel Opinion of Variable Annuity Companies
 
 
Financial Professional in the Bank Channel Opinion of Variable Annuity Companies
 
 
Main Office Opinion of Variable Annuity Market Leaders
 
 
 
1999
 
 
AIM
Main Office Opinion of Mutual Fund Market Leader
 
 
Bank Manager Opinion of Mutual Fund Market Leaders
 
 
Bank Manager Opinion of Mutual Fund Market Leaders
 
 
Main Office Opinion of Mid-Size Variable Annuity Companies
 
Financial Professional Opinion of Mutual Fund Market Leaders
 
Financial Professional Opinion of Mutual Fund Market Leaders
 
 
Main Office Opinion of Mutual Fund Market Leaders
 
 
Main Office Opinion of Mutual Fund Market Leaders
 
 
Financial Professional Opinion of Mutual Fund Market Leaders
 
 
Bank Manager Opinion of Mutual Fund Market Leaders
 
Bank Manager Opinion of Variable Annuity Market Leaders
 
 
Financial Professional Opinion of Variable Annuity Market Leaders
 
 
Main Office Opinion of Variable Annuity Market Leaders
 
 
Main Office Opinion of Variable Annuity Market Leaders
 
 
Main Office Opinion of Mid-Size Mutual Fund Companies
 
 
Financial Professional Opinion of Mid-Size Mutual Fund Companies
 
Bank Manager Opinion of Distributor/Administrators
 
Bank Manager Opinion of Mid-Size Mutual Fund Companies
 
 
Main Office Opinion of Mid-Size Mutual Fund Companies
 
Bank Manager Opinion of Mid-Size Mutual Fund Companies
 
Trust Officers Opinion of Investment Management Companies
 
Financial Professional Opinion of Mutual Fund Market Leaders
 
 
Bank Manager Opinion of Mid-Size Variable Annuity Companies
 
 
Trust Officers Opinion of Investment Management Companies
 
Bank Manager Opinion of Fixed Annuity Companies
 
 
Bank Manager Opinion of Fixed Annuity Companies
 
Financial Professional Opinion of Mid-Size Variable Annuity Companies
 
 
Bank Manager Opinion of Fixed Annuity Companies
 
Financial Professional Opinion of Distributor Priced Mutual Fund Companies
 
MFS
Bank Manager Opinion of Mutual Fund Market Leaders
 
 
Trust Officers' Opinion of Institutional Investment Management Companies
 
Bank Manager Opinion of Mid-Size Variable Annuity Companies
 
Financial Professional Opinion of Fixed Annuity Companies
 
Bank Manager Opinion of Variable Annuity Market Leaders
 
Main Office Opinion of Mutual Fund Market Leaders
 
Financial Professional Opinion of Mid-Size Variable Annuity Companies
 
 
Main Office Opinion of Mid-Size Variable Annuity Companies
 
 
Bank Manager Opinion of Mid-Size Variable Annuity Companies
 
Bank Manager Opinion of Variable Annuity Market Leaders
 
Bank Manager Opinion of Mutual Fund Market Leaders
 
 
Bank Manager Opinion of Mid-Size Variable Annuity Companies
 
Financial Professional Opinion of Mid-Size Mutual Fund Companies
 
 
Financial Professional Opinion of Variable Annuity Market Leaders
 
Bank Manager Opinion of Mutual Fund Market Leaders
 
 
 
1998
 
 
Bank Manager Opinion of Variable Annuity Companies
 
 
Bank Manager Opinion of Variable Annuity Companies
 
Bank Manager Opinion of Fixed Annuity Companies
 
Financial Professional Opinion of Mutual Fund Market Leaders
 
 
Financial Professional Opinion of Mutual Fund Market Leaders
 
Bank Manager Opinion of Fixed Annuity Companies
 
 
Bank Manager Opinion of Fixed Annuity Companies
 
Financial Professional Opinion of Variable Annuity Companies
 
 
Financial Professional Opinion of Variable Annuity Companies
 
 
Financial Professional Opinion of Variable Annuity Companies
 
 
Main Office Opinion of Variable Annuity Companies
 
Bank Manager Opinion of Distributor/Administrators
 
Financial Professional Opinion of Mutual Fund Market Leaders
 
Trust Officer Opinion of Investment Management Companies
 
 
Trust Officer Opinion of Investment Management Companies
 
Financial Professional Opinion of Fixed Annuity Companies
 
Bank Manager Opinion of Variable Annuity Companies
 
 
Bank Manager Opinion of Fixed Annuity Companies
 
Trust Officers’ Opinion of Investment Management Companies
 
Bank Managers Opinion of Third Party Administrators
 
Main Office Opinion of Variable Annuity Companies
 
MFS
Financial Professional Opinion of Mutual Fund Companies
 
 
Main Office Opinion of Mutual Fund Companies
 
 
Bank Manager Opinion of Mutual Fund Companies
 
Bank Manager Opinion of Fixed Annuity Companies
 
Financial Professional Opinion of Variable Annuity Companies
 
 
Financial Professional Opinion of Variable Annuity Companies
 
Bank Manager Opinion of Distributor/Administrator
 
Financial Professional Opinion of Mid-Size Mutual Fund Companies
 
Financial Professional Opinion of Mutual Fund Market Leaders
 
 
Financial Professional Opinion of Mutual Fund Market Leaders
 
 
Financial Professional Opinion of Mutual Fund Market Leaders
 
Bank Manager Opinion of Mutual Fund Companies
 
Financial Professional Opinion of Mid-Size Mutual Fund Companies
 
 
Financial Professional Opinion of Mid-Size Mutual Fund Companies
 
Financial Professional Opinion of Mutual Fund Companies
 
 
Financial Professional Opinion of Variable Annuity Companies
 
 
Financial Professional Opinion of Variable Annuity Companies
 
 
Main Office Opinion of Variable Annuity Companies
 
 
Financial Professional Opinion of Mutual Fund Companies
 
 
Financial Professional Opinion of Variable Annuity Companies
 
 
Bank Manager Opinion of Variable Annuity Companies
 
 
Bank Manager Opinion of Variable Annuity Companies
 
Bank Manager Opinion of Mutual Fund Companies
 
 
Main Office Opinion of Mutual Fund Companies
 
 
 
1997
 
 
Financial Professional Opinion of Fixed Annuity Companies
 
AIM
Bank Manager Opinion of Mutual Fund Companies
 
Financial Professional Opinion of Mutual Fund Companies
 
 
Financial Professional Opinion of Mutual Fund Companies
 
 
Financial Professional Opinion of Mutual Fund Companies
 
 
Financial Professional Opinion of Mutual Fund Companies
 
 
Financial Professional Opinion of Mutual Fund Companies
 
Bank Manager Opinion of Variable Annuity Companies
 
 
Main Office Opinion of Variable Annuity Companies
 
 
Financial Professional Opinion of Variable Annuity Companies
 
Financial Professional Opinion of Mid-Size Mutual Fund Companies
 
Financial Professional Opinion of Mid-Size Mutual Fund Companies
 
Bank Manager Opinion of Mutual Fund Companies
 
 
Bank Manager Opinion of Distributor/Administrators
 
MFS
Main Office Opinion of Mutual Fund Companies
 
 
Main Office Opinion of Mutual Fund Companies
 
Main Office Opinion of Variable Annuity Companies
 
Financial Professional Opinion of Variable Annuity Companies
 
Bank Manager Opinion of Variable Annuity Companies
 
Trust Officers' Opinion of Investment Management Companies
 
Financial Professional Opinion of Variable Annuity Companies
 
 
Financial Professional Opinion of Variable Annuity Companies
 
Financial Professional Opinion of Mid-Size Mutual Fund Companies
 
Financial Professional Opinion of Variable Annuity Companies
 
 
Financial Professional Opinion of Variable Annuity Companies
 
Bank Manager Opinion of Third Party Administrators
 
Financial Professional Opinion of Mid-Size Mutual Fund Companies
 
Trust Officers’ Opinion of Investment Management Companies
 
Financial Professional Opinion of Mid-Size Mutual Fund Companies
 
 
Financial Professional Opinion of Mid-Size Mutual Fund Companies
 
 
Financial Professional Opinion of Variable Annuity Companies
 
Financial Professional Opinion of Variable Annuity Companies
 
 
Bank Manager Opinion of Variable Annuity Companies
 
Bank Manager Opinion of Mutual Fund Companies
 
 
Trust Officers' Opinion of Mutual Fund Companies
 
 
 
1996
 
 
AIM
Financial Professional Opinion of Variable Annuity Companies
 
Financial Professional Opinion of Mutual Fund Market Leaders
 
 
Financial Professional Opinion of Mutual Fund Market Leaders
 
Financial Professional Opinion of Variable Annuity Companies
 
Financial Professional Opinion of Mid-Size Mutual Fund Companies
 
Bank Manager Opinion of Mutual Fund Companies
 
Financial Professional Opinion of Mutual Fund Market Leaders
 
 
Trust Officer Opinion of Investment Management Companies
 
 
Bank Manager Opinion of Distributor/Administrators
 
Financial Professional Opinion of Mid-Size Mutual Fund Companies
 
Financial Professional Opinion of Mutual Fund Market Leaders
 
Financial Professional Opinion of Variable Annuity Companies
 
Financial Professional Opinion of Mid-Size Mutual Fund Companies
 
MFS
Main Office Opinion of Mutual Fund Companies
 
 
Main Office Opinion of Mutual Fund Companies
 
Financial Professional Opinion of Variable Annuity Companies
 
Bank Manager Opinion of Third Party Administrators
 
Financial Professional Opinion of Mutual Fund Companies
 
 
Financial Professional Opinion of Variable Annuity Companies
 
Financial Professional Opinion of Mid-Size Mutual Fund Companies
 
 
Financial Professional Opinion of Mid-Size Mutual Fund Companies
 
Financial Professional Opinion of Mid-Size Mutual Fund Companies
 
Financial Professional Opinion of Mutual Fund Market Leaders
 
 
 
1995
 
 
Financial Professional Opinion of Mutual Fund Market Leaders
 
 
Financial Professional Opinion of Mutual Fund Market Leaders
 
Bank Managers Opinion of Third Party Administrators
 
Financial Professional Opinion of Mutual Fund Market Leaders
 
 
Bank Manager Opinion of Mutual Fund Companies
 
 
Bank Manager Opinion of Distributor/Administrators
 
Financial Professional Opinion of Mid-Size Mutual Fund Companies
 
Trust Officer Opinion of Investment Management Companies
 
Bank Manager Opinion of Third Party Administrators
 
MFS
Financial Professional Opinion of Mutual Fund Market Leaders
 
 
Main Office Opinion of Mutual Fund Companies
 
 
Main Office Opinion of Mutual Fund Companies
 
Financial Professional Opinion of Mid-Size Mutual Fund Companies
 
 
Financial Professional Opinion of Mid-Size Mutual Fund Companies
 
 
Financial Professional Opinion of Mid-Size Mutual Fund Companies
 
Financial Professional Opinion of Mutual Fund Market Leaders
 
Financial Professional Opinion of Mid-Size Mutual Fund Companies
 
Financial Professional Opinion of Mutual Fund Market Leaders
 
 
 
1994
 
 
Financial Professional Opinion of Mutual Fund Market Leaders
 
Bank Manager Opinion of Mutual Fund Companies
 
 
Bank Manager Opinion of Distributor/Administrators
 
Financial Professional Opinion of Mid-Size Mutual Fund Companies
 
Financial Professional Opinion of Mid-Size Variable Annuity Companies
 
Bank Manager Opinion of Fixed Annuity Companies
 
MFS
Main Office Opinion of Mutual Fund Companies
 
Financial Professional Opinion of Mid-Size Mutual Fund Companies
 
 
Bank Manager Opinion of Variable Annuity Companies
 
Financial Professional Opinion of Mutual Fund Market Leaders
 
 
Financial Professional Opinion of Mutual Fund Market Leaders
 
 
Financial Professional Opinion of Mutual Fund Market Leaders
 
 
 
1993
 
 
Financial Professional Opinion of Mutual Fund Market Leaders
 
Financial Professional Opinion of Mid-Size Variable Annuity Companies
 
Main Office Opinion of Mutual Fund Companies
 
Main Office Opinion of Mutual Fund Companies
 
Financial Professional Opinion of Mutual Fund Market Leaders
 
 
Financial Professional Opinion of Mutual Fund Market Leaders
 
 
 
1992
 
 
Bank Manager Opinion of Mutual Fund Companies
 
Financial Professional Opinion of Mid-Size Variable Annuity Companies
 
Financial Professional Opinion of Mutual Fund Market Leaders
 
Main Office Opinion of Mutual Fund Companies
 
Financial Professional Opinion of Mutual Fund Market Leaders
 
 
 
1991
 
 
Financial Professional Opinion of Mutual Fund Market Leaders
 
Financial Professional Opinion of Mid-Size Variable Annuity Companies
 
Main Office Opinion of Mutual Fund Companies
 
Financial Professional Opinion of Mutual Fund Market Leaders
 
 
 
1990
 
 
Financial Professional Opinion of Mutual Fund Companies
 
Main Office Opinion of Mutual Fund Companies
 
Financial Professional Opinion of Mutual Fund Companies
 
 
Financial Professional Opinion of Mutual Fund Companies
 
 
 
1989
 
 
Financial Professional Opinion of Mutual Fund Companies
 
Main Office Opinion of Mutual Fund Companies
 
 
 
1988
 
 
Financial Professional Opinion of Mutual Fund Companies
 
Main Office Opinion of Mutual Fund Companies
;

Healthcare Communications Seal

The DALBAR Communications Seal is a mark of excellence awarded to Healthcare communications that excel in meeting the needs of healthcare consumers. The Communications Seal applies the same standards of excellence to a variety of media, ranging from investor statements to websites.

 
 
 
2014
 
 
Explanation of Benefits Statement
 
Explanation of Benefits Statement
 
Explanation of Benefits Statement
 
Explanation of Benefits Statement
 
 
 
2013
 
 
Explanation of Benefits Statement
 
 
 
2012
 
 
Explanation of Benefits Statement
 
Explanation of Benefits Statement
 
Explanation of Benefits Statement
 
 
 
2011
 
 
Explanation of Benefits Statement
 
Explanation of Benefits Statement
 
Explanation of Benefits Statement
 
Explanation of Benefits Statement
 
Explanation of Benefits Statement
 
Explanation of Benefits Statement
 
Explanation of Benefits Statement
 
 
 
2010
 
 
Explanation of Benefits Statement
 
Explanation of Benefits Statement
 
Explanation of Benefits Statements
 
Explanation of Benefits Statement
 
Explanation of Benefits Statement
 
Personal Health Insights Statement
 
Explanation of Benefits Statement
;

Mobile Seal of Excellence

DALBAR's Mobile Seal of Excellence is the DALBAR award for Mobile communication and sign of distinction. This award is earned by firms' Mobile Applications and Mobile Websites that achieve excellence in demonstrating a positive Mobile experience. This Mobile experience has led to a higher, more continuous level of visibility with their customers.

 
 
 
2013
 
 
Mobile Seal of Excellence
 
Mobile Seal of Excellence
;

For more information about DALBAR's Awards, please contact Brendan Yeager at 617.624.7133.