Newport Beach, Calif.,—March 4, 2009—For the first time, the PNC Pacific Life Funds Call Center has been awarded DALBAR’s “Recognition for Excellence in Call Center Services” in 2008.
“Pacific Life and PNC work closely together to provide the high caliber of service our customers expect. Our joint efforts have resulted in excellent customer service. We are committed to further enrich and exceed our customer’s expectations,” according to Lorene Gordon, vice president of operations, Annuities and Mutual Funds Division.
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, and DALBAR recognizes the PNC Pacific Life Funds Call Center as one of the service leaders within the financial services industry who is committed to delivering exceptional service to Pacific Life Funds’ account owners.
In addition to excellent customer service, Pacific Life Funds offers the Portfolio Optimization Funds, which are five asset allocation fund of funds that invest in certain individual underlying Pacific Life Funds. The Funds are available within Pacific Life Funds retail and individual retirement accounts, 529 college savings program, PL Individual(k) program, and retirement plan portfolios for employer sponsored plans.
DALBAR, Inc., the nation's leading financial services market research and consulting firm, is committed to raising the standards of excellence in the financial services industry. With offices in both the US and Canada, DALBAR develops standards for, and provides research, ratings, and rankings of intangible factors to the mutual fund, broker/dealer, life insurance, property and casualty, and managed account industries. They include investor behavior, customer satisfaction, service quality, communications, Internet services, and financial professional ratings.
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Offering insurance since 1868, Pacific Life provides a wide range of life insurance products, annuities, and mutual funds, and offers a variety of investment products and services to individuals, businesses, and pension plans. With more than half of the 100 largest U.S. companies as its clients, Pacific Life is also a member of the Insurance Marketplace Standards Association (IMSA), whose membership promotes high ethical standards for the sale of individual life insurance and annuities. For additional company information, including current financial strength ratings, visit the About Us section of this Web site.
Pacific Life refers to Pacific Life Insurance Company and its affiliates, including Pacific Life & Annuity Company. Client count data compiled by Pacific Life using the FORTUNE 500® list as of April 2008.
The Pacific Life Funds 529 College Savings Plan (MT) is approved and issued by the state of Montana and offered through the Montana Family Education Savings Program (MFESP).
The program, the principal, and the returns of this 529 plan are not guaranteed or insured by the state of Montana, Pacific Life Funds, Pacific Life Insurance Company, or College Savings Bank. For residents of states other than Montana, their state may offer state income tax benefits not available through an investment in the Pacific Life Funds 529 Plan (MT).
Withdrawals for expenses other than qualified higher-education expenses are subject to income tax and an additional 10% federal tax penalty on earnings. Montana residents have the option of purchasing a Pacific Life Funds 529 Plan (MT) at net asset value. Neither the state of Montana, Pacific Life Funds, Pacific Life Insurance Company, College Savings Bank, nor their representatives give tax or legal advice. You should consult your tax advisor and attorney regarding your specific situation.
Values will fluctuate, and when redeemed, the shares may be worth more or less than the original cost.
Pacific Life Funds 529 College Savings Plan (MT) is underwritten and distributed by Pacific Select Distributors, Inc. (member FINRA & SIPC, registered with the MSRB), a subsidiary of Pacific Life Insurance Company, and is available through licensed third-party broker/dealers registered with the MSRB.
Pacific Life Funds are distributed by Pacific Select Distributors, Inc. (member FINRA & SIPC), a subsidiary of Pacific Life Insurance Company, and are available through licensed third-party broker/dealers.