The Kansas Wholesale Agreement between Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp., and Delaware Distributors, LP is a contractual arrangement that outlines the terms and conditions for the wholesale distribution of financial products and services in the state of Kansas. This agreement enables the parties involved to collaborate and work together in offering a wide range of insurance and investment solutions to clients in the wholesale market. Some key aspects covered under the Kansas Wholesale Agreement include: 1. Product Distribution: The agreement establishes the framework under which Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp., and Delaware Distributors, LP can distribute their various financial products to wholesale clients in Kansas. These products may include life insurance policies, annuities, retirement plans, and other investment vehicles. 2. Sales and Marketing: The agreement outlines the responsibilities and obligations of each party regarding sales and marketing activities within the wholesale market. It may include provisions for joint marketing efforts, sales materials, training programs, and promotional campaigns to effectively reach potential clients and promote the offered products and services. 3. Compensation and Incentives: The Kansas Wholesale Agreement addresses how the parties involved will be compensated for their efforts in distributing financial products. It specifies the commissions, fees, or other compensation structures applicable to each party, ensuring transparency and fairness in the distribution process. Additionally, it may outline any incentive programs or bonuses offered to encourage increased sales and performance. 4. Licensing and Compliance: Compliance with applicable laws, regulations, and licensing requirements is of paramount importance in the financial industry. The agreement may include provisions that detail the responsibility of each party to maintain necessary licenses and compliance with state and federal regulations. It may also address issues related to errors and omissions insurance and arbitration in case of disputes. 5. Termination and Amendment: The agreement sets forth the conditions under which the parties can terminate the agreement, as well as the procedures for amendment or modification. This ensures that both parties have the flexibility to adapt to changing market conditions or regulatory requirements while maintaining a mutually beneficial relationship. The Kansas Wholesale Agreement between Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp., and Delaware Distributors, LP may have different types or variations depending on specific product offerings, distribution channels, or other factors. These variations could include agreements tailored for specific types of annuity products, retirement plans, or specialized investment services targeted towards different wholesale market segments. By establishing a comprehensive agreement that encompasses these key aspects, Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp., and Delaware Distributors, LP can effectively collaborate in the wholesale distribution of financial products and services in Kansas, ensuring clients have access to a wide range of reliable and robust insurance and investment options.
Kansas Wholesale Agreement between Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp. and Delaware Distributors, LP
Description
How to fill out Kansas Wholesale Agreement Between Lincoln Life And Annuity Co. Of New York, Lincoln Financial Advisors Corp. And Delaware Distributors, LP?
If you wish to comprehensive, download, or print legitimate papers layouts, use US Legal Forms, the greatest variety of legitimate forms, which can be found on the web. Utilize the site`s easy and hassle-free research to discover the files you require. A variety of layouts for organization and individual uses are sorted by groups and claims, or key phrases. Use US Legal Forms to discover the Kansas Wholesale Agreement between Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp. and Delaware Distributors, LP with a handful of mouse clicks.
Should you be currently a US Legal Forms client, log in to your profile and click on the Acquire switch to get the Kansas Wholesale Agreement between Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp. and Delaware Distributors, LP. You can even access forms you formerly acquired inside the My Forms tab of your profile.
If you work with US Legal Forms the first time, follow the instructions beneath:
- Step 1. Ensure you have chosen the form for that right area/region.
- Step 2. Take advantage of the Preview method to examine the form`s content material. Never overlook to read the description.
- Step 3. Should you be unhappy with the kind, make use of the Search industry near the top of the display screen to locate other variations in the legitimate kind web template.
- Step 4. Upon having identified the form you require, go through the Get now switch. Opt for the pricing program you prefer and add your credentials to sign up for the profile.
- Step 5. Process the purchase. You may use your Мisa or Ьastercard or PayPal profile to complete the purchase.
- Step 6. Find the structure in the legitimate kind and download it on your system.
- Step 7. Complete, change and print or indicator the Kansas Wholesale Agreement between Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp. and Delaware Distributors, LP.
Every single legitimate papers web template you purchase is your own forever. You may have acces to every kind you acquired within your acccount. Go through the My Forms area and pick a kind to print or download yet again.
Contend and download, and print the Kansas Wholesale Agreement between Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp. and Delaware Distributors, LP with US Legal Forms. There are many specialist and condition-particular forms you may use to your organization or individual requires.
Form popularity
FAQ
Variable annuities are essentially an insurance contract combined with an investment product. Through a professionally managed "subaccount" (similar to a mutual fund portfolio) within your variable annuity, you invest in stocks, bonds or money market funds or a combination thereof.
Lincoln Financial Group - Lincoln National is rated ?A? by A.M. Best, was founded in 1905, and has over $123 billion in total assets.
Lincoln Level Advantage® is a long-term investment product that offers tax-deferred growth, access to a lifetime income stream and death benefit protection.
You Can Lose Money While indexed annuities are considered more conservative than variable annuities?and make a selling point of their guaranteed return?they nonetheless carry risks. One is if you need to get out of the contract early because of a financial emergency or other pressing need.
With Lincoln Financial variable annuities, you can choose from a range of benefits to help meet your retirement income needs. Your financial professional can help you select benefits that may help you: Ensure your income base never goes below what you're expecting, but has the opportunity to rise if the market does.
Indexed annuities are complex financial instruments that have characteristics of both fixed and variable annuities. Indexed annuities typically offer a minimum guaranteed interest rate combined with an interest rate linked to a market index.
Lincoln Level Advantage® indexed variable annuity is a long-term investment product designed for retirement purposes. There are no explicit fees associated with the indexed-linked account options available.
People looking for term life insurance may find Lincoln Financial Group as their company of choice, but its low J.D. Power scores may mean its customer service is lacking. People who can get coverage through their employer or who want term life coverage may consider Lincoln Financial Group.