Annuity Service Evaluation

DALBAR's Service Quality Measurement program provides an annual ranking of the level of telephone service being provided by various financial services firms. These rankings are based on four detailed criteria including the representative's Attitude, the level of Accommodation, the level of Expertise displayed and how effectively Interruptions to the flow of the call were handled.

 
 
 
Annuity Service Evaluation 2016
 
 
1
Prudential Financial
 
 
2
AXA Equitable
 
 
3
AIG
 
 
4
Transamerica
 
 
5
Jackson National
 
 
 
 
Annuity Service Evaluation 2015
 
 
1
Prudential Financial
 
 
2
New York Life TPD
 
 
3
AXA
 
 
4
AIG
 
 
5
Transamerica
 
 
 
 
Annuity Service Evaluation 2014
 
 
1
Prudential Financial
 
 
2
New York Life TPD
 
 
3
AXA
 
 
4
SunAmerica Annuity
 
 
5
Pacific Life
 
 
 
 
Annuity Service Evaluation 2013
 
 
1
Prudential Financial
 
 
2
New York Life TPD
 
 
3
AXA Equitable EQUI-VEST
 
 
4
New York Life VPSC
 
 
5
SunAmerica Annuity
 
 
 
 
Annuity Service Evaluation 2012
 
 
1
Prudential Financial
 
 
2
New York Life Insurance
 
 
3
AXA Equitable EQUI-VEST
 
 
4
SunAmerica Annuity
 
 
5
Transamerica
 
 
 
 
Annuity Service Evaluation 2011
 
 
1
Prudential Financial
 
 
2
New York Life Insurance
 
 
3
Pacific Life
 
 
4
AXA Equitable EQUI-VEST
 
 
5
SunAmerica Annuity
 
 
 
 
Annuity Service Evaluation 2010
 
 
1
New York Life Insurance
 
 
2
Prudential Financial
 
 
3
Pacific Life
 
 
4
New York Life Bank and B/D Annuity Svc Center
 
 
5
Guardian Insurance and Annuity Company, Inc.
 
 
 
 
Annuity Service Evaluation 2009
 
 
1
Prudential Financial
 
 
1
New York Life Insurance
 
 
3
Pacific Life
 
 
4
New York Life Bank and B/D Annuity Svc Center
 
 
5
Putnam Investments
 
 
 
 
Annuity Service Evaluation 2008
 
 
1
New York Life Bank and B/D Annuity Svc Center
 
 
2
New York Life Insurance
 
 
3
The Hartford Life
 
 
4
AXA Equitable EQUI-VEST
 
 
5
Prudential Financial
 
 
 
 
Annuity Service Evaluation 2007
 
 
1
MainStay Annuities
 
 
2
New York Life Insurance
 
 
3
The Hartford Life
 
 
4
The Equitable EQUI-VEST
 
 
5
AEGON/Transamerica
 
 
 
 
Annuity Service Evaluation 2006
 
 
1
MainStay Annuities
 
 
2
New York Life Insurance
 
 
3
The Hartford Life
 
 
4
AEGON/Transamerica
 
 
5
Putnam Investments
 
;

Sales Desk Evaluation: Inbound

DALBAR's Service Quality Measurement program provides an annual ranking of the level of telephone service being provided by various financial services firms. These rankings are based on four detailed criteria including the representative's Attitude, the level of Accommodation, the level of Expertise displayed and how effectively Interruptions to the flow of the call were handled.

 
 
 
Sales Desk Evaluation: Inbound 2016
 
 
1
JP Morgan Funds
 
 
2
Wells Fargo
 
 
3
Fidelity Mutual Funds
 
 
4
Security Benefit
 
 
5
Alliance Bernstein
 
 
 
 
Sales Desk Evaluation: Inbound 2015
 
 
1
JPMorgan Funds
 
 
2
Wells Fargo
 
 
3
Security Benefit
 
 
4
Nationwide Financial
 
 
5
AllianceBernstein
 
 
 
 
Sales Desk Evaluation: Inbound 2014
 
 
1
JPMorgan Funds
 
 
2
Wells Fargo
 
 
3
Nationwide Financial
 
 
4
Jackson National
 
 
5
Fidelity Mutual Funds
 
 
 
 
Sales Desk Evaluation: Inbound 2013
 
 
1
Allianz Life Insurance Co. - FA
 
 
2
JPMorgan Funds
 
 
3
Allianz Life Insurance Co. - VA
 
 
4
AllianceBernstein
 
 
5
Lincoln Financial Distributors
 
 
 
 
Sales Desk Evaluation: Inbound 2012
 
 
1
Allianz Life Insurance Co. - FA
 
 
2
JPMorgan Funds
 
 
3
Allianz Life Insurance Co. - VA
 
 
4
Wells Fargo
 
 
5
Putnam Investments
 
 
 
 
Sales Desk Evaluation: Inbound 2011
 
 
1
Sun Life Financial Distributors Inc.
 
 
2
JPMorgan Funds
 
 
3
Allianz Life Insurance Co. - FA
 
 
4
Allianz Life Insurance Co. - VA
 
 
5
Putnam Investments
 
 
 
 
Sales Desk Evaluation: Inbound 2010
 
 
1
Sun Life Financial Distributors Inc.
 
 
2
JPMorgan Funds
 
 
3
Allianz Life Insurance Co. - FA
 
 
4
Allianz Life Insurance Co. - VA
 
 
5
Putnam
 
 
 
 
Sales Desk Evaluation: Inbound 2009
 
 
1
Putnam Investments
 
 
2
JPMorgan Funds
 
 
3
Evergreen Investments
 
 
4
Sun Life Financial Distributors Inc.
 
 
5
OppenheimerFunds
 
 
 
 
Sales Desk Evaluation: Inbound 2008
 
 
1
Putnam Investments
 
 
2
PLANCO Hartford Mutual Fund
 
 
3
PLANCO Hartford Annuities
 
 
4
JPMorgan Funds
 
 
5
Evergreen Investments
 
 
 
 
Sales Desk Evaluation: Inbound 2007
 
 
1
Putnam Investments
 
 
2
PLANCO Hartford Leaders
 
 
3
PLANCO Hartford Mutual Fund
 
 
4
PLANCO Hartford Director
 
 
5
JPMorgan Funds
 
 
 
 
Sales Desk Evaluation: Inbound 2006
 
 
1
Putnam Investments
 
 
2
PLANCO Hartford Leaders
 
 
3
PLANCO Hartford Director
 
 
4
JPMorgan Funds
 
 
5
PLANCO Hartford Mutual Fund
 
;

Financial Intermediary Service Quality Evaluation post-sale

DALBAR's Service Quality Measurement program provides an annual ranking of the level of telephone service being provided by various financial services firms. These rankings are based on four detailed criteria including the representative's Attitude, the level of Accommodation, the level of Expertise displayed and how effectively Interruptions to the flow of the call were handled.

 
 
 
Financial Intermediary Service Quality Evaluation 2016
 
 
1
Goldman Sachs
 
 
1
BlackRock
 
 
3
Pacific Life
 
 
4
John Hancock Mutual Funds
 
 
5
Deutsche Asset Management
 
 
 
 
Financial Intermediary Service Quality Evaluation 2015
 
 
1
Goldman Sachs
 
 
2
BlackRock
 
 
3
Pacific Life
 
 
4
Delaware Investments
 
 
5
JPMorgan Funds
 
 
 
 
Financial Intermediary Service Quality Evaluation 2014
 
 
1
BlackRock
 
 
2
Goldman Sachs
 
 
3
Pacific Life
 
 
4
JPMorgan Funds
 
 
5
Deutsche Asset & Wealth Management
 
 
 
 
Financial Intermediary Service Quality Evaluation 2013
 
 
1
BlackRock
 
 
2
Goldman Sachs
 
 
3
Pacific Life
 
 
4
Allianz Life Insurance Co.
 
 
5
Delaware Investments
 
 
 
 
Financial Intermediary Service Quality Evaluation 2012
 
 
1
BlackRock
 
 
2
John Hancock Annuities
 
 
3
Goldman Sachs
 
 
4
Pacific Life
 
 
5
Transamerica Funds
 
 
 
 
Financial Intermediary Service Quality Evaluation 2011
 
 
1
BlackRock
 
 
2
Pacific Life
 
 
3
Sun Life Financial
 
 
4
John Hancock Annuities
 
 
5
Goldman Sachs
 
 
 
 
Financial Intermediary Service Quality Evaluation 2010
 
 
1
Pacific Life
 
 
2
BlackRock
 
 
3
Goldman Sachs
 
 
4
Sun Life Financial
 
 
5
John Hancock Annuities
 
 
 
 
Financial Intermediary Service Quality Evaluation 2009
 
 
1
Goldman Sachs
 
 
2
John Hancock Annuities
 
 
3
The Hartford Mutual Funds
 
 
4
Hartford Life Annuities
 
 
5
Evergreen Investments
 
 
 
 
Financial Intermediary Service Quality Evaluation 2008
 
 
1
Seligman Funds
 
 
2
BlackRock
 
 
3
Sun Life Financial
 
 
4
Genworth
 
 
5
Transamerica Capital Management
 
 
 
 
Financial Intermediary Service Quality Evaluation 2007
 
 
1
Transamerica Capital
 
 
2
Seligman Funds
 
 
3
BlackRock
 
 
4
Genworth
 
 
4
Goldman Sachs
 
 
 
 
Financial Intermediary Service Quality Evaluation 2006
 
 
1
Transamerica Capital
 
 
2
Goldman Sachs
 
 
3
BlackRock
 
 
4
Hartford Life Insurance
 
 
5
Seligman Funds
 
;

Performance Evaluation of Mutual Fund Service

DALBAR's Service Quality Measurement program provides an annual ranking of the level of telephone service being provided by various financial services firms. These rankings are based on four detailed criteria including the representative's Attitude, the level of Accommodation, the level of Expertise displayed and how effectively Interruptions to the flow of the call were handled.

 
 
 
Performance Evaluation of Mutual Fund Service 2016
 
 
1
JP Morgan Funds
 
 
2
Primerica
 
 
3
BlackRock
 
 
4
Voya 529
 
 
5
Putnam Investments
 
 
 
 
Performance Evaluation of Mutual Fund Service 2015
 
 
1
JPMorgan Funds
 
 
2
BlackRock
 
 
3
Primerica
 
 
4
DeAWM
 
 
5
VOYA 529
 
 
 
 
Performance Evaluation of Mutual Fund Service 2014
 
 
1
BlackRock
 
 
2
JPMorgan Funds
 
 
3
Primerica
 
 
4
Putnam Investments
 
 
5
MainStay Investments
 
 
 
 
Performance Evaluation of Mutual Fund Service 2013
 
 
1
BlackRock
 
 
2
JPMorgan Funds
 
 
3
Primerica
 
 
4
MainStay Investments
 
 
5
Putnam Investments
 
 
 
 
Performance Evaluation of Mutual Fund Service 2012
 
 
1
Transamerica Funds
 
 
2
BlackRock
 
 
3
JPMorgan Funds
 
 
4
Primerica
 
 
5
Putnam Investments
 
 
 
 
Performance Evaluation of Mutual Fund Service 2011
 
 
1
BlackRock
 
 
2
JPMorgan Funds
 
 
3
Transamerica Funds
 
 
4
Primerica
 
 
5
Putnam Investments
 
 
 
 
Performance Evaluation of Mutual Fund Service 2010
 
 
1
BlackRock
 
 
2
Primerica Financial Services
 
 
3
Transamerica Funds
 
 
4
JPMorgan Funds
 
 
5
Putnam Investments
 
 
 
 
Performance Evaluation of Mutual Fund Service 2009
 
 
1
BlackRock
 
 
2
Transamerica Funds
 
 
3
Seligman Funds
 
 
4
Evergreen Investments
 
 
5
JPMorgan Funds
 
 
 
 
Performance Evaluation of Mutual Fund Service 2008
 
 
1
Seligman Funds
 
 
2
The Hartford Mutual Funds
 
 
3
BlackRock
 
 
4
JPMorgan Funds
 
 
5
Transamerica Funds
 
 
 
 
Performance Evaluation of Mutual Fund Service 2007
 
 
1
The Hartford Mutual Funds
 
 
1
Seligman Funds
 
 
3
BlackRock
 
 
4
JPMorgan Funds
 
 
5
Evergreen Investments
 
 
 
 
Performance Evaluation of Mutual Fund Service 2006
 
 
1
The Hartford Mutual Funds
 
 
2
BlackRock
 
 
3
Seligman Funds
 
 
4
Putnam Investments
 
 
5
Evergreen Investments
 
;

Life Insurance Service Evaluation

DALBAR's Service Quality Measurement program provides an annual ranking of the level of telephone service being provided by various financial services firms. These rankings are based on four detailed criteria including the representative's Attitude, the level of Accommodation, the level of Expertise displayed and how effectively Interruptions to the flow of the call were handled.

 
 
 
Insurance Service Evaluation 2016
 
 
1
Guardian Disability Income Insurance
 
 
2
Western and Southern
 
 
3
John Hancock LTC
 
 
4
Symetra
 
 
5
Prudential Financial
 
 
 
 
Insurance Service Evaluation 2015
 
 
1
Guardian Disability Income Insurance
 
 
2
Genworth Life
 
 
3
Genworth Long-Term Care
 
 
4
John Hancock LTC
 
 
5
Western & Southern Financial Group
 
 
 
 
Insurance Service Evaluation 2014
 
 
1
Genworth Long-Term Care
 
 
2
Lincoln Benefit Life
 
 
3
Genworth Life
 
 
4
John Hancock - LTC
 
 
5
MassMutual - Life
 
 
 
 
Insurance Service Evaluation 2013
 
 
1
Genworth Long-Term Care
 
 
2
Genworth Life
 
 
3
New York Life Long-Term Care
 
 
4
John Hancock - LTC
 
 
5
Lincoln Benefit Life
 
 
 
 
Insurance Service Evaluation 2012
 
 
1
Genworth
 
 
2
Lincoln Benefit Life
 
 
3
MassMutual
 
 
4
Jackson National
 
 
5
AXA Equitable Life Insurance
 
 
 
 
Insurance Service Evaluation 2011
 
 
1
Genworth
 
 
2
AXA Equitable Life Insurance
 
 
3
Lincoln Benefit Life
 
 
4
MassMutual
 
 
5
Jackson National
 
;

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