The New Hampshire Wholesale Agreement between Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp., and Delaware Distributors, LP is a comprehensive agreement that outlines the terms and conditions for wholesale distribution of financial products and services in the state of New Hampshire. This agreement is specifically designed to facilitate the partnership between these entities and ensures regulatory compliance, mutual cooperation, and transparency in their business dealings. The agreement covers various aspects related to wholesale distribution, including but not limited to: 1. Product Offering: The agreement specifies the types of financial products and services that can be distributed under this wholesale arrangement. These may include life insurance policies, annuities, investment products, retirement plans, and other related offerings. 2. Distribution Channels: It outlines the authorized distribution channels through which the products and services can be marketed and sold. This may include independent financial advisors, broker-dealers, financial institutions, and other licensed entities. 3. Licensing and Registration: The agreement ensures that all parties involved hold the necessary licenses and registrations required by the regulatory authorities to conduct wholesale distribution activities in New Hampshire. It emphasizes adherence to applicable laws, regulations, and guidelines governing the sale and distribution of financial products. 4. Compensation and Fees: It details the compensation structure and fee arrangements between the entities involved in the wholesale agreement. This may include commissions, fees, bonuses, and other incentives for the promotion and sale of products and services. 5. Compliance and Reporting: The agreement emphasizes the importance of compliance with industry standards, legal requirements, and internal policies. It mandates regular reporting, audits, and inspections to maintain transparency and ensure regulatory compliance. Additionally, if there are different types of New Hampshire Wholesale Agreements between these entities, they may include specialized agreements tailored to specific product lines, target markets, or distribution channels. For example, there could be separate agreements for life insurance products, annuities, mutual funds, or retirement plans. These agreements may have distinct terms and conditions based on the unique characteristics and regulatory considerations associated with each financial product category. In summary, the New Hampshire Wholesale Agreement between Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp., and Delaware Distributors, LP establishes a comprehensive framework for wholesale distribution in the state. It ensures collaboration, compliance, and mutual growth opportunities for all parties involved while prioritizing the interests of their clients and the regulatory authorities.
New Hampshire Wholesale Agreement between Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp. and Delaware Distributors, LP
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FAQ
Lincoln Financial Group is headquartered in Strafford, Radnor Financial Center, 150 N Radnor Chester Rd, United States, and has 21 office locations.
If I complete the form I received in the mail, how long will it take to get a check? It may take up to eight weeks once all required documentation is received. However, if you are the beneficiary claiming funds, it may take longer and additional documentation may be requested at a later date.
Payments are made to the policy owner and are sent by check or Electronic Funds Transfer (EFT). The policy owner or their legal representative can complete an Assignment of Benefits form to have payments released directly to the provider or caregiver.
If you pass away before receiving all of the death benefit, we will continue payment to your beneficiary until the original amount plus interest* has been paid out. Frequency of payment can be monthly, quarterly, semi-annual or annual. Method of payment can be check or Electronic Fund Transfer (EFT).
Once Lincoln Financial Group receives all necessary information to make a determination on your claim, a decision to approve or deny your claim will be made within 3 business days. Once your short-term disability claim is approved, Lincoln Financial Group will mail checks to your home on a bi-weekly basis.
You may also speak with a Customer Care Professional by calling 800-487-1485 or emailing us at CustServSupportTeam@LFG.com. How do I make a payment?
877-ASK-LINC.
Lincoln will not receive any of the information provided until you have completed the submission at the bottom of the page. Your claim package will be sent by email within five business days after submitting this notification.