The Massachusetts 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 for wholesaling financial products in the state of Massachusetts. This agreement is vital for agents and advisors who distribute the products of these companies, ensuring compliance and the proper execution of sales activities within the state. The agreement covers various aspects, including the responsibilities and obligations of each party involved. It sets forth the guidelines for marketing, advertising, and selling the financial products in Massachusetts. It also outlines the compensation structure for agents or advisors in accordance with state regulations and policies. Keywords: Massachusetts Wholesale Agreement, Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp., Delaware Distributors, LP, financial products, wholesaling, compliance, sales activities, marketing, advertising, selling, compensation structure. Different types of Massachusetts Wholesale Agreements between these entities may include: 1. Wholesale Agreement for Life Insurance Products: This type of agreement specifically focuses on the distribution of life insurance products within Massachusetts. It would outline the specific terms and conditions related to life insurance sales, such as commission structures, product availability, and compliance requirements. 2. Wholesale Agreement for Annuity Products: This agreement concentrates on the wholesaling of annuity products within Massachusetts. It defines the regulations and procedures related to annuity sales, including licensing requirements, disclosure obligations, and compensation arrangements. 3. Wholesale Agreement for Investment Advisory Services: This agreement addresses the distribution of investment advisory services offered by Lincoln Financial Advisors Corp. It outlines the requirements for financial advisors operating in Massachusetts and establishes guidelines for marketing and advisory practices in compliance with state and federal regulations. 4. Wholesale Agreement for Mutual Fund Distribution: This type of agreement focuses on the distribution of mutual funds offered by Delaware Distributors, LP within Massachusetts. It covers the terms and conditions for marketing and selling mutual funds, including the payment of commissions, disclosure obligations, and compliance with state-specific regulations related to mutual fund sales. It is important for all parties involved in the distribution of these financial products in Massachusetts to familiarize themselves with the specific terms and conditions outlined in the relevant Massachusetts Wholesale Agreement to ensure adherence to state regulations and the smooth operation of their business activities.
Massachusetts Wholesale Agreement between Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp. and Delaware Distributors, LP
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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?
877-ASK-LINC.
Our parent company, Lincoln National Corporation, and its affiliates operate under the marketing name of Lincoln Financial Group.
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?