Annuity Service Evaluation
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 2023
1
Guardian
2
Corebridge Financial
3
Western and Southern
4
Jackson National
5
Lincoln
Annuity Service Evaluation 2022
1
Guardian Life Retirement Contact Center
2
AIG Life & Retirement Contact Center
3
Jackson National
4
Brighthouse Financial
5
Western and Southern
Annuity Service Evaluation 2021
1
Guardian Life Retirement Contact Center
2
AIG Life & Retirement Contact Center
3
Jackson National
4
Western and Southern
5
AXA
Annuity Service Evaluation 2020
1
Guardian Life Retirement Contact Center
2
AIG Life & Retirement Contact Center
3
Jackson National
4
Western and Southern
5
Brighthouse Financial
Annuity Service Evaluation 2019
1
Guardian Life Retirement Contact Center
2
AIG Life & Retirement Contact Center
3
Jackson National
4
Western and Southern
5
Transamerica
Annuity Service Evaluation 2018
1
Guardian Life Retirement Contact Center
2
AIG Life & Retirement Contact Center
3
Transamerica
4
Jackson National
5
Brighthouse Financial
Annuity Service Evaluation 2017
1
AXA
2
AIG Life & Retirement Contact Center
3
Guardian Life Retirement Contact Center
4
Transamerica
5
Jackson National
Annuity Service Evaluation 2016
1
Prudential Financial
2
AXA Equitable
3
AIG Life & Retirement Contact Center
4
Transamerica
5
Jackson National
Annuity Service Evaluation 2015
1
Prudential Financial
2
New York Life TPD
3
AXA
4
AIG Life & Retirement Contact Center
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
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 2023
1
JPMorgan Funds
2
Security Benefit
3
Vanguard
4
AXA Accumulator
5
DWS
Financial Intermediary Service Quality Evaluation post-sale
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 2023
1
Goldman Sachs
2
Park Avenue Securities
3
Pacific Life
4
DWS
5
American Century Investments
Financial Intermediary Service Quality Evaluation 2022
1
Park Avenue Securities
2
Goldman Sachs
3
Pacifc Life
4
DWS
5
Brighthouse
Financial Intermediary Service Quality Evaluation 2021
1
Goldman Sachs
1
Park Avenue Securities
3
Pacifc Life
4
Brighthouse
5
Lincoln
Financial Intermediary Service Quality Evaluation 2020
1
BlackRock
1
Goldman Sachs
3
Park Avenue Securities
4
Pacific Life
5
Brighthouse Financial
Financial Intermediary Service Quality Evaluation 2019
1
Goldman Sachs
2
Park Avenue Securities
3
BlackRock
4
Pacific Funds
5
Franklin Templeton
Financial Intermediary Service Quality Evaluation 2018
1
BlackRock
1
Goldman Sachs
3
Park Avenue Securities
4
Pacific Life
5
MFS Investment Management
Financial Intermediary Service Quality Evaluation 2017
1
Goldman Sachs
2
BlackRock
3
Pacific Life
4
Franklin Templeton
5
John Hancock Mutual Funds
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
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 2023
1
JPMorgan Funds
2
PFS Investments
3
Thrivent Mutual Funds
4
Putnam Investments
5
VOYA
Performance Evaluation of Mutual Fund Service 2022
1
JPMorgan Funds
2
Primerica
3
Putnam Investments
4
Thrivent Mutual Funds
5
New York Life Investments
Performance Evaluation of Mutual Fund Service 2021
1
JPMorgan Funds
2
Primerica
3
Thrivent Mutual Funds
4
Putnam Investments
5
New York Life Investments
Performance Evaluation of Mutual Fund Service 2020
1
JPMorgan Funds
1
Primerica
3
Putnam Investments
4
Thrivent Mutual Funds
5
Voya 529 Plans
Performance Evaluation of Mutual Fund Service 2019
1
BlackRock
2
JPMorgan Funds
3
Primerica
4
Putnam Investments
5
New York Life Investments
Performance Evaluation of Mutual Fund Service 2018
1
BlackRock
2
JPMorgan Funds
3
Primerica
4
Putnam Investments
5
Voya
Performance Evaluation of Mutual Fund Service 2017
1
JPMorgan Funds
2
Primerica
3
BlackRock
4
Putnam Investments
5
VOYA
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
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 2023
1
Guardian Service Center
2
Pacific Life
3
Mutual of Omaha
4
Symetra
5
MassMutual
Insurance Service Evaluation 2022
1
Guardian Service Center
2
Pacific Life
3
MassMutual
4
Symetra
5
Western and Southern
Insurance Service Evaluation 2021
1
Guardian Life Individual Markets Contact Center
2
Pacific Life
3
MassMutual
4
Symetra
5
Mutual of Omaha
Insurance Service Evaluation 2020
1
Guardian Life Individual Markets Contact Center
2
Pacific Life
3
MassMutual
4
Symetra
5
Mutual of Omaha
Insurance Service Evaluation 2019
1
Guardian Life Individual Markets Contact Center
2
Guardian IM Claims Service and Solutions Group
3
Pacific Life
4
Mass Mutual
5
Western and Southern
Insurance Service Evaluation 2018
1
Guardian Life Individual Markets Contact Center
2
Guardian Individual Markets Claims Service and Solutions Group
3
Pacific Life – Life Insurance Division
4
Western & Southern
5
Prudential
Insurance Service Evaluation 2017
1
Guardian Life Individual Markets Contact Center
2
Guardian IM Claims Service and Solutions Group
3
Pacific Life
4
Western and Southern
5
AXA
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
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