The California Wholesale Agreement is a significant partnership between Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp., and Delaware Distributors, LP. This agreement aims to establish a strong and mutually beneficial relationship to serve the financial needs of California residents. It combines the expertise and resources of these esteemed organizations to provide comprehensive insurance and investment solutions to individuals and businesses in the state. Under the California Wholesale Agreement, Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp., and Delaware Distributors, LP agrees to collaborate closely in offering a wide range of financial products and services. These include life insurance policies, annuities, retirement planning strategies, investment advisory services, and other related solutions. This partnership ensures that California residents have access to top-notch financial products and services, tailored to their specific needs and goals. The collaboration between these entities enables clients to benefit from the expertise and experience of each organization, resulting in comprehensive and customized financial solutions. Additionally, the California Wholesale Agreement includes provisions for compliance with relevant state regulations and guidelines, ensuring that all offerings provided by Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp., and Delaware Distributors, LP is in compliance with California's laws and regulations. While there may not be different types of California Wholesale Agreements between these organizations specifically mentioned, the partnership encompasses a wide range of financial products and services. These offerings are designed to cater to various client requirements, serving individuals of all income levels, as well as businesses and organizations in California. In summary, the California Wholesale Agreement between Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp., and Delaware Distributors, LP solidifies a strategic alliance to deliver comprehensive financial products and services to California residents. This collaboration allows clients to benefit from the combined expertise of these organizations while ensuring compliance with applicable regulations. Through this agreement, individuals and businesses in California can access tailored insurance, investment, and retirement solutions that help them achieve their financial goals.
California Wholesale Agreement between Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp. and Delaware Distributors, LP
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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?
Our parent company, Lincoln National Corporation, and its affiliates operate under the marketing name of Lincoln Financial Group.
Option 1: Transactions, including withdrawals may be requested via LincolnFinancial.com (any dollar amount) or via our Customer Care Center (<$50,000). Option 2: An image of an executed withdrawal form (PDF or photo) may be emailed to Annuityforms@LFG.com.
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.