• US Legal Forms

Louisiana 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 Louisiana Wholesale Agreement is a contractual arrangement between Lincoln Life and Annuity Co. of New York (LLANO), Lincoln Financial Advisors Corp. (FAC), and Delaware Distributors, LP (DDL). This agreement outlines the terms and conditions under which LLANO's insurance and annuity products are distributed to wholesale clients in the state of Louisiana. The Louisiana Wholesale Agreement serves as a framework for the wholesale distribution of insurance and annuity products offered by LLANO. It is essential for establishing a mutually beneficial partnership between LLANO, FAC, and DDL, ensuring compliance with regulatory requirements and smooth operations in the wholesale market of Louisiana. Regarding the different types of Louisiana Wholesale Agreements between these entities, they can include variations based on the specific insurance and annuity products being distributed. For instance, there might be separate agreements for life insurance, variable annuities, fixed annuities, or a combination of these products. Each agreement may have unique terms and conditions, commission structures, sales quotas, and reporting requirements tailored to the respective product's characteristics. Within these agreements, some relevant keywords could include: 1. Wholesale Agreement: This refers to the overarching contract that governs the wholesale distribution relationship between LLANO, FAC, and DDL in Louisiana. 2. Lincoln Life and Annuity Co. of New York: This is the entity offering the insurance and annuity products in Louisiana and is a key party to the agreement. 3. Lincoln Financial Advisors Corp.: This entity is involved in the distribution of the products and plays a crucial role in facilitating the wholesale agreement. 4. Delaware Distributors, LP: This entity represents the wholesale clients in Louisiana and acts as an intermediary between LLANO and the retail market. 5. Insurance and Annuity Products: These are the financial products offered by LLANO, including life insurance, variable annuities, and fixed annuities. 6. Wholesale Distribution: This keyword emphasizes the nature of the agreement, pertaining to the bulk selling of insurance and annuity products to wholesale clients. 7. Compliance: This keyword underscores the importance of adhering to regulatory requirements in Louisiana while carrying out the wholesale distribution of the products. 8. Terms and Conditions: These are the specific provisions within the agreement that outline the rights and obligations of the parties involved. 9. Commission Structures: Referring to the compensation arrangements for FAC and DDL based on the sales of LLANO's products. 10. Reporting Requirements: This keyword highlights the obligations of FAC and DDL to provide regular reports to LLANO regarding sales, client information, and any other relevant data. By incorporating these keywords and discussing the Louisiana Wholesale Agreement in detail, the provided content becomes relevant, informative, and tailored to the topic.

Free preview
  • Form preview
  • Form preview
  • Form preview
  • Form preview
  • Form preview
  • Form preview
  • Form preview
  • Form preview
  • Form preview
  • Form preview
  • Form preview

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

Choosing the right authorized file format might be a struggle. Needless to say, there are tons of web templates accessible on the Internet, but how do you find the authorized form you will need? Utilize the US Legal Forms internet site. The services offers a large number of web templates, like the Louisiana Wholesale Agreement between Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp. and Delaware Distributors, LP, which can be used for organization and personal requirements. Every one of the types are checked out by specialists and meet up with federal and state specifications.

In case you are currently signed up, log in for your accounts and then click the Acquire button to get the Louisiana Wholesale Agreement between Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp. and Delaware Distributors, LP. Make use of accounts to appear through the authorized types you have ordered earlier. Visit the My Forms tab of your own accounts and have an additional copy from the file you will need.

In case you are a whole new customer of US Legal Forms, allow me to share basic recommendations for you to follow:

  • First, be sure you have selected the correct form for the town/area. You are able to look through the form using the Review button and browse the form information to make sure this is basically the right one for you.
  • In case the form is not going to meet up with your expectations, use the Seach discipline to discover the correct form.
  • When you are positive that the form is proper, go through the Buy now button to get the form.
  • Opt for the rates prepare you desire and type in the essential information and facts. Create your accounts and purchase the transaction with your PayPal accounts or Visa or Mastercard.
  • Opt for the document file format and download the authorized file format for your device.
  • Comprehensive, edit and produce and sign the obtained Louisiana Wholesale Agreement between Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp. and Delaware Distributors, LP.

US Legal Forms may be the most significant catalogue of authorized types for which you can see a variety of file web templates. Utilize the service to download professionally-created files that follow state specifications.

Form popularity

FAQ

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.

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?

Ellen G. Cooper is Chairman, President and Chief Executive Officer of Lincoln Financial Group. She is also President and serves on the Board of the principal insurance subsidiaries of Lincoln Financial Group.

Lincoln Financial Group is headquartered in Strafford, Radnor Financial Center, 150 N Radnor Chester Rd, United States, and has 21 office locations.

877-ASK-LINC.

Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE:LNC) and its affiliates.

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

Our success is a direct result of countless contributions from our board of directors, senior management team and more than 12,000 employees.

Interesting Questions

More info

Download Wholesale Agreement between Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp. and Delaware Distributors, LP right from the US ... Start the Lincoln i-Claim process. Coping with the loss of a loved one is difficult enough. We make filing a claim as simple as possible.Form instructions. Follow this checklist to submit your form. Select the appropriate form; Download and then fill out electronically, or print and fill it ... To approve an Agreement and Plan of Reorganization (the “Reorganization Agreement”) providing for the acquisition of assets and the assumption of liabilities of ... FINRA strongly encourages investors to use BrokerCheck to check the background of securities brokers and brokerage firms before deciding to conduct, or continue ... This prospectus describes a group annuity contract and an individual certificate issued by Lincoln Life & Annuity Company of New York (LNY), a subsidiary of ... If you're a financial professional who would like to be appointed with New York Life Insurance and Annuity Corporation, please provide contact information and ... Jul 21, 2021 — This Settlement Agreement, dated as of July 21, 2021 (the “Agreement”), sets forth the terms of settlement between and among the Settling States ... For the quickest and easiest way to access your tax documents, please register or log in to your account . Lincoln Financial Life and Annuity policy holders ... Manage all of your assets in one place. • Get a single consolidated quarterly statement. • Access account information with a single toll-free number or a ...

Trusted and secure by over 3 million people of the world’s leading companies

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