Recognition That

Defines Excellence

DALBAR‘s prestigious award honor firms delivering outstanding client service, innovation and operational excellence. Our awards go beyond accolades—they are independent benchmarks of industry leadership.

 

Rooted in rigorous, research-based criteria, they reinforce brand credibility and highlight client achievements.

 

Explore how these distinctions affirm performance excellence and position firms for strategic advantage.

How It Works

Awards at a Glance​

Winning a DALBAR award goes beyond recognition—it represents the highest standard of excellence in financial services. Every award is grounded in independent, research-based evaluations, ensuring that only firms who truly meet or exceed industry benchmarks earn this distinction.

Why It Matters

Third-Party Validation

Awards confirmed through independent, expert review.

Brand Differentiation

Recognition that elevates visibility and credibility with clients and regulators.

Team Motivation

Celebrates excellence and boosts morale with tangible recognition.

Recipients

Year
Company
Award
Award Title

2001

AIG Life & Retirement
Statement Communications Seal
Variable Annuity Statement for Polaris, Seasons & Anchor National

2000

American Century
Statement Communications Seal
Annual Report

2000

Allmerica
Service Award
Annuity Service Award

2000

AXA
Service Award
Annuity Service Award

2000

Merrill
Service Award
Annuity Service Award

2000

Pacific Life
Service Award
Annuity Service Award

2000

Putnam Investments
Service Award
Annuity Service Award

2000

The Hartford
Service Award
Annuity Service Award

2000

New York Life Insurance Company
Service Award
Annuity Service Award - BBSC

2000

Prudential
Statement Communications Seal
Check statement

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Wondering Where Your Firm Stands?

Reach out to understand how you can earn or position for future recognition.