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Kentucky 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:
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 Kentucky 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 wholesale distribution of financial products in the state of Kentucky. This agreement serves as a framework for the collaboration between Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp., and Delaware Distributors, LP in providing wholesale solutions to distributors and financial professionals in Kentucky. It ensures a smooth and regulated flow of financial products from these companies to the Kentucky market. The agreement covers various aspects, including the authorization process, compliance requirements, product availability, marketing support, and compensation arrangements. It helps establish a clear understanding between the parties involved regarding their responsibilities, obligations, and expectations. Under the Kentucky Wholesale Agreement, Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp., and Delaware Distributors, LP may offer different types of financial products such as life insurance, annuities, and investment solutions, among others. These products cater to diverse investment and risk management needs of individuals, families, and businesses. Some potential types of Kentucky Wholesale Agreements between these entities may include: 1. Life Insurance Wholesale Agreement: This type of agreement focuses on the wholesale distribution of life insurance products to financial professionals and distributors in Kentucky. It may include various types of life insurance policies, such as term life insurance, whole life insurance, universal life insurance, and indexed universal life insurance. 2. Annuity Wholesale Agreement: This agreement centers around the wholesale distribution of annuity products. Annuities provide individuals with a steady income stream during retirement and can help safeguard against market fluctuations. The agreement may encompass fixed annuities, variable annuities, indexed annuities, and immediate annuities, among others. 3. Investment Solutions Wholesale Agreement: This type of agreement facilitates the wholesale distribution of investment solutions such as mutual funds, exchange-traded funds (ETFs), and managed accounts. Through this agreement, financial professionals and distributors gain access to a range of investment options to meet their clients' objectives. By entering into the Kentucky Wholesale Agreement, Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp., and Delaware Distributors, LP demonstrate their commitment to fostering strong relationships with distributors and financial professionals in Kentucky. This collaboration enables them to efficiently serve the needs of clients in the state and contribute to their financial well-being and security. Please note that the specific details and types of Kentucky Wholesale Agreements mentioned here are for illustrative purposes and may not represent the exact agreements between the mentioned entities. It is recommended to refer to the official documents and consult with relevant parties for accurate and up-to-date information.

The Kentucky 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 wholesale distribution of financial products in the state of Kentucky. This agreement serves as a framework for the collaboration between Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp., and Delaware Distributors, LP in providing wholesale solutions to distributors and financial professionals in Kentucky. It ensures a smooth and regulated flow of financial products from these companies to the Kentucky market. The agreement covers various aspects, including the authorization process, compliance requirements, product availability, marketing support, and compensation arrangements. It helps establish a clear understanding between the parties involved regarding their responsibilities, obligations, and expectations. Under the Kentucky Wholesale Agreement, Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp., and Delaware Distributors, LP may offer different types of financial products such as life insurance, annuities, and investment solutions, among others. These products cater to diverse investment and risk management needs of individuals, families, and businesses. Some potential types of Kentucky Wholesale Agreements between these entities may include: 1. Life Insurance Wholesale Agreement: This type of agreement focuses on the wholesale distribution of life insurance products to financial professionals and distributors in Kentucky. It may include various types of life insurance policies, such as term life insurance, whole life insurance, universal life insurance, and indexed universal life insurance. 2. Annuity Wholesale Agreement: This agreement centers around the wholesale distribution of annuity products. Annuities provide individuals with a steady income stream during retirement and can help safeguard against market fluctuations. The agreement may encompass fixed annuities, variable annuities, indexed annuities, and immediate annuities, among others. 3. Investment Solutions Wholesale Agreement: This type of agreement facilitates the wholesale distribution of investment solutions such as mutual funds, exchange-traded funds (ETFs), and managed accounts. Through this agreement, financial professionals and distributors gain access to a range of investment options to meet their clients' objectives. By entering into the Kentucky Wholesale Agreement, Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp., and Delaware Distributors, LP demonstrate their commitment to fostering strong relationships with distributors and financial professionals in Kentucky. This collaboration enables them to efficiently serve the needs of clients in the state and contribute to their financial well-being and security. Please note that the specific details and types of Kentucky Wholesale Agreements mentioned here are for illustrative purposes and may not represent the exact agreements between the mentioned entities. It is recommended to refer to the official documents and consult with relevant parties for accurate and up-to-date information.

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