Among the awards that Dalbar presented this year to the investment management community – including mutual fund, broker/dealer, annuity, life insurance and retirement plan providers – New York Life took top honors for pre- and post-sale support to financial professionals — who Dalbar defines as bank and wirehouse reps, broker/dealers and independents — as well as its consistently high level of customer services to both mutual fund investors and holders of annuities.

Despite its recent troubles, Putnam also took the top prize for sales support for financial professionals for both its mutual funds and annuities as well as for customer service in general.

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