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District of Columbia Wholesale Agreement between Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp. and Delaware Distributors, LP

State:
Multi-State
Control #:
US-EG-9361
Format:
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Description

Wholesale Agreement between Lincoln Life and Annuity Company of New York, Lincoln Financial Advisors Corporation and Delaware Distributors, LP regarding the establishment of an arrangement for company to act as a wholesaler for variable annuity and

The District of Columbia Wholesale Agreement between Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp., and Delaware Distributors, LP is a comprehensive contract that outlines the terms and conditions of wholesale distribution of financial products and services within the District of Columbia. This agreement serves as a legally binding document between the three parties involved, namely Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp., and Delaware Distributors, LP. It aims to establish a framework for effective and efficient wholesale operations, ensuring compliance with relevant laws and regulations, as well as promoting fair dealings and protecting the interests of all parties involved. Keywords: District of Columbia Wholesale Agreement, Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp., Delaware Distributors, LP, financial products and services, wholesale distribution, terms and conditions, legally binding, compliance, laws and regulations, fair dealings, interests. Different types of District of Columbia Wholesale Agreements between these entities may include: 1. Wholesale Agreement for Life Insurance Products: This type of agreement specifically focuses on the wholesale distribution of life insurance products within the District of Columbia. It establishes guidelines for marketing, sales, and distribution, as well as detailing the products covered under the agreement. 2. Wholesale Agreement for Annuity Products: This agreement is designed to govern the wholesale distribution of annuity products within the District of Columbia. It outlines the terms and conditions related to the promotion, sale, and servicing of annuity contracts, ensuring compliance with regulatory requirements. 3. Wholesale Agreement for Investment and Financial Planning Services: This type of agreement is tailored towards the wholesale distribution of investment and financial planning services within the District of Columbia. It covers areas such as asset management, financial advisory services, retirement planning, and other related services. 4. Wholesale Agreement for Combined Products and Services: This agreement encompasses the wholesale distribution of a range of financial products and services combined, including life insurance, annuities, investment services, and financial planning within the District of Columbia. It provides a consolidated framework for managing and overseeing the distribution of multiple products and services under one agreement. In conclusion, the District of Columbia Wholesale Agreement between Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp., and Delaware Distributors, LP is a key instrument that governs the wholesale distribution of financial products and services within the District of Columbia. Adhering to this agreement ensures compliance, fair dealings, and protection of the interests of all parties involved in the wholesale distribution process.

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How to fill out District Of Columbia Wholesale Agreement Between Lincoln Life And Annuity Co. Of New York, Lincoln Financial Advisors Corp. And Delaware Distributors, LP?

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FAQ

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?

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?

Our parent company, Lincoln National Corporation, and its affiliates operate under the marketing name of Lincoln Financial Group.

877-ASK-LINC.

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More info

Wholesale Agreement between Lincoln Life and Annuity Company of New York, Lincoln Financial Advisors Corporation and Delaware Distributors, LP regarding the ... Lincoln Financial Group is the marketing name for Lincoln National Corporation and insurance company ... Lincoln Life & Annuity Company of New York, Syracuse, NY ...Feb 19, 2014 — Participation Agreement among New York Life Insurance and Annuity Corporation ... between Lincoln Investment Advisors Corporation and New York ... ... investment company that is registered with the SEC under the 1940 Act. ... NYLIAC: New York Life Insurance and Annuity Corporation. NYLIC: New York Life ... ... Agreement. h. DISTRIBUTOR - LINCOLN FINANCIAL ADVISORS CORPORATION, principal underwriter for the Contracts. i. FUND - any fund or series thereof in which ... Jul 21, 2021 — ... the Preliminary Agreement Date, unless it is extended by written agreement of the. Settling Distributors and the Enforcement Committee. DD ... / BLACKSTONE ADVISORY PARTNERS L.P., 345 Park Avenue, 29th Floor, NEW YORK, NY ... YORK, IPS, 4621, F IRST SYMETRA NATIONAL LIFE INSURANCE COMPANY OF NEW YORK. ... by Lincoln Life & Annuity Company of New York, Syracuse, NY, and distributed by Lincoln Financial Distributors, Inc., a broker-dealer. For all other states ... Cases are listed alphabetically by the last name of individual defendants, by company name, or by the entity's first name. Amicus curiae briefs are listed ... ... by Lincoln Life & Annuity Company of New York, Syracuse, NY, and distributed by Lincoln Financial Distributors, Inc., a broker-dealer. For all other states ...

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District of Columbia Wholesale Agreement between Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp. and Delaware Distributors, LP