The Indiana Wholesale Agreement between Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp., and Delaware Distributors, LP is a legal document that governs the wholesale distribution of financial products and services in the state of Indiana. This agreement outlines the specific terms and conditions under which the parties can distribute and sell their products and services to wholesale clients. Keywords: Indiana Wholesale Agreement, Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp., Delaware Distributors, LP, financial products, financial services, wholesale distribution, terms and conditions, wholesale clients. There are several types of Indiana Wholesale Agreements between the aforementioned entities, each catering to specific aspects of the wholesale distribution process. Some of these types include: 1. Product Distribution Agreement: This type of agreement focuses on outlining the terms and conditions for the distribution of specific financial products offered by Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp., and Delaware Distributors, LP in the wholesale market of Indiana. It details the responsibilities of each party regarding product availability, marketing support, pricing, and sales representation. 2. Sales and Marketing Support Agreement: This agreement specifically addresses the marketing and sales efforts required to promote and distribute the financial products and services offered by the parties involved. It outlines the responsibilities of each party regarding marketing strategies, advertising materials, lead generation, training programs, and customer support. 3. Compensation Agreement: This type of agreement focuses on the financial compensation structure for the wholesale distribution efforts. It defines the commission rates, revenue sharing agreements, and any other incentive programs for the wholesale clients involved in the distribution of the financial products and services. 4. Licensing and Compliance Agreement: This agreement ensures that all parties comply with the regulatory requirements set forth by the state of Indiana. It addresses licensing, registration, disclosure, and reporting obligations to guarantee the wholesale distribution activities are conducted within the legal framework. 5. Renewal and Termination Agreement: This agreement outlines the renewal and termination processes for the wholesale agreement. It specifies the notice period, circumstances for termination, and procedures for renewal, providing a clear framework for the parties involved in the event of the agreement's expiration or early termination. In summary, the Indiana Wholesale Agreement between Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp., and Delaware Distributors, LP is a comprehensive legal document that governs the wholesale distribution of financial products and services in Indiana. Through various types of agreements, it regulates product distribution, sales and marketing support, compensation, licensing and compliance, as well as renewal and termination processes.
Indiana Wholesale Agreement between Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp. and Delaware Distributors, LP
Category:
State:
Multi-State
Control #:
US-EG-9361
Format:
Word;
Rich Text
Instant download
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 Indiana Wholesale Agreement between Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp., and Delaware Distributors, LP is a legal document that governs the wholesale distribution of financial products and services in the state of Indiana. This agreement outlines the specific terms and conditions under which the parties can distribute and sell their products and services to wholesale clients. Keywords: Indiana Wholesale Agreement, Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp., Delaware Distributors, LP, financial products, financial services, wholesale distribution, terms and conditions, wholesale clients. There are several types of Indiana Wholesale Agreements between the aforementioned entities, each catering to specific aspects of the wholesale distribution process. Some of these types include: 1. Product Distribution Agreement: This type of agreement focuses on outlining the terms and conditions for the distribution of specific financial products offered by Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp., and Delaware Distributors, LP in the wholesale market of Indiana. It details the responsibilities of each party regarding product availability, marketing support, pricing, and sales representation. 2. Sales and Marketing Support Agreement: This agreement specifically addresses the marketing and sales efforts required to promote and distribute the financial products and services offered by the parties involved. It outlines the responsibilities of each party regarding marketing strategies, advertising materials, lead generation, training programs, and customer support. 3. Compensation Agreement: This type of agreement focuses on the financial compensation structure for the wholesale distribution efforts. It defines the commission rates, revenue sharing agreements, and any other incentive programs for the wholesale clients involved in the distribution of the financial products and services. 4. Licensing and Compliance Agreement: This agreement ensures that all parties comply with the regulatory requirements set forth by the state of Indiana. It addresses licensing, registration, disclosure, and reporting obligations to guarantee the wholesale distribution activities are conducted within the legal framework. 5. Renewal and Termination Agreement: This agreement outlines the renewal and termination processes for the wholesale agreement. It specifies the notice period, circumstances for termination, and procedures for renewal, providing a clear framework for the parties involved in the event of the agreement's expiration or early termination. In summary, the Indiana Wholesale Agreement between Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp., and Delaware Distributors, LP is a comprehensive legal document that governs the wholesale distribution of financial products and services in Indiana. Through various types of agreements, it regulates product distribution, sales and marketing support, compensation, licensing and compliance, as well as renewal and termination processes.
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