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Maine 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; 
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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 Maine Wholesale Agreement between Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp., and Delaware Distributors, LP is a comprehensive contract designed to facilitate the wholesale distribution of financial products and services in the state of Maine. This agreement establishes a mutually beneficial relationship between the involved parties, outlining key terms and conditions that govern their collaboration. Keywords: Maine Wholesale Agreement, Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp., Delaware Distributors, LP, financial products, distribution, wholesale, collaboration, terms and conditions. This particular wholesale agreement encompasses various types of arrangements to cater to the specific requirements and preferences of different parties involved. Some notable Maine Wholesale Agreements between Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp., and Delaware Distributors, LP may include: 1. Maine Wholesale Agreement for Life Insurance Products: This agreement focuses on the wholesale distribution of life insurance products offered by Lincoln Life and Annuity Co. of New York within the state of Maine. It outlines the terms related to commissions, sales quotas, licensing requirements, and marketing support for the financial advisors or broker-dealer firms associated with Delaware Distributors, LP. 2. Maine Wholesale Agreement for Annuity Products: This variant of the wholesale agreement specifically covers the distribution of annuity products offered by Lincoln Life and Annuity Co. of New York. It provides detailed provisions related to product training, sales incentives, compliance, and reporting requirements for Lincoln Financial Advisors Corp. and other authorized representatives of Delaware Distributors, LP operating in Maine. 3. Maine Wholesale Agreement for Investment Advisory Services: This agreement caters to the wholesale distribution of investment advisory services provided by Lincoln Financial Advisors Corp. in Maine. It highlights the responsibilities of all involved parties regarding the marketing, service maintenance, fee structures, and management of client relationships in accordance with applicable regulatory guidelines. Overall, the Maine Wholesale Agreement between Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp., and Delaware Distributors, LP is a crucial tool for establishing a mutually beneficial partnership and streamlining the wholesale distribution of financial products and services in the state. It ensures a transparent and compliant arrangement, benefiting all parties involved by facilitating efficient market access, growth, and customer satisfaction.

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FAQ

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?

877-ASK-LINC.

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?

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.

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Wholesale Agreement between Lincoln Life and Annuity Company of New York, Lincoln Financial Advisors Corporation and Delaware Distributors, LP regarding the ... Lincoln Financial Group is the marketing name for Lincoln National Corporation and insurance company ... Lincoln Life & Annuity Company of New York, Syracuse, NY ...BrokerCheck reports for brokerage firms include information on a firm's profile, history, and operations, as well as many of the same disclosure events ... Lincoln Life & Annuity Company of New York (Lincoln) is domiciled in Syracuse, NY. Lincoln Financial Group® affiliates, their distributors, and their respective ... Jul 21, 2021 — ... the Preliminary Agreement Date, unless it is extended by written agreement of the. Settling Distributors and the Enforcement Committee. DD ... ... Annuity Company of New York ... Lincoln Investment Advisors Corporation. Lincoln Variable Insurance Products Trust. The Lincoln National Life Insurance Company. ... by Lincoln Life & Annuity Company of New York, Syracuse, NY, and distributed by Lincoln Financial Distributors, Inc., a broker-dealer. For all other states ... This material is provided by The Lincoln National Life Insurance Company, Fort Wayne, IN, and, in New York, Lincoln Life & Annuity Company of. New York, ... ... Lincoln Life & Annuity Company of New York, Syracuse, NY ... Please contact your Lincoln representative or the insurance company for costs and complete details. Cases are listed alphabetically by the last name of individual defendants, by company name, or by the entity's first name. Amicus curiae briefs are listed ...

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