The Arizona Wholesale Agreement is a contractual arrangement between Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp., and Delaware Distributors, LP. This agreement aims to facilitate the wholesale distribution of financial products and services in the state of Arizona. It governs the relationship and responsibilities between these entities and ensures compliance with relevant regulations and standards. The Agreement establishes the terms and conditions under which Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp., and Delaware Distributors, LP operates as wholesalers, provide support to financial advisors, and distribute investment and insurance products to retail clients. Specifically, this Wholesale Agreement outlines the roles and responsibilities of each party involved. Lincoln Life and Annuity Co. of New York offers a range of life insurance and annuity products, while Lincoln Financial Advisors Corp. functions as a registered investment advisor and provides advisory services. Delaware Distributors, LP acts as a wholesaler that markets and distributes the products offered by Lincoln Life and Annuity Co. of New York and Lincoln Financial Advisors Corp. in Arizona. It is important to note that there may be different types of Arizona Wholesale Agreements between these entities, depending on the specific products and services being offered. For example, there could be agreements specifically tailored towards life insurance products or annuity products. Each agreement would outline the terms and conditions applicable to the distribution and support of those specific product types. In summary, the Arizona Wholesale Agreement serves as a comprehensive framework for the wholesale distribution of financial products and services provided by Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp., and Delaware Distributors, LP. It ensures transparency, regulatory compliance, and defines the roles and responsibilities of each party involved in facilitating these wholesale operations.
Arizona Wholesale Agreement between Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp. and Delaware Distributors, LP
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