Missouri Wholesale Agreement between Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp., and Delaware Distributors, LP is a contractual agreement that outlines the terms and conditions of the wholesale distribution of financial products and services in the state of Missouri. This agreement serves as a legal document that defines the relationship between Lincoln Life and Annuity Co. of New York (LLANO), Lincoln Financial Advisors Corp. (FAC), and Delaware Distributors, LP (DDL) as they collaborate to offer wholesale financial solutions to clients in Missouri. Key aspects covered in the Missouri Wholesale Agreement include: 1. Wholesale Distribution: The agreement outlines the partnership between LLANO, FAC, and DDL, stating their roles and responsibilities in the wholesale distribution of financial products, including life insurance policies, annuity products, investment products, and other related services. 2. Territory: The agreement specifies that the wholesale distribution activities mentioned are limited to the state of Missouri. This clause sets the geographical boundary within which the parties can conduct business. 3. Product Portfolio: The agreement establishes the range of financial products and services that LLANO, FAC, and DDL can offer under this wholesale arrangement. This may include variable annuities, mutual funds, retirement income solutions, and more. 4. Compensation: The agreement addresses the compensation structure for each party involved. It defines the commission or fee structure for the wholesale distribution of financial products and services. This ensures clarity regarding the financial arrangements and incentives for all parties involved. 5. Compliance and Legal Obligations: The agreement emphasizes compliance with applicable laws, regulations, and industry standards. It highlights that LLANO, FAC, and DDL must adhere to all relevant legal and regulatory requirements during the wholesale distribution process. This clause ensures that the partnership operates within the bounds of the law, ensuring the protection of customers' interests. Additional types or variations of the Missouri Wholesale Agreement between LLANO, FAC, and DDL may include: 1. Missouri Wholesale Agreement for Life Insurance Distribution: This type of agreement specifically focuses on wholesale distribution of life insurance policies offered by LLANO in Missouri, excluding other financial products. 2. Missouri Wholesale Agreement for Annuity Distribution: This variation concentrates on the wholesale distribution of annuity products provided by LLANO in Missouri. It may exclude other financial products such as life insurance or investment solutions. 3. Missouri Wholesale Agreement for Investment Product Distributors: This type of agreement encompasses the wholesale distribution of investment products, such as mutual funds or retirement income solutions, offered by FAC and DDL in Missouri. It may not include insurance-based products. In conclusion, the Missouri Wholesale Agreement between LLANO, FAC, and DDL establishes the contractual framework for their collaboration in wholesale financial product distribution in Missouri. Alongside the main agreement, there may be variations tailored to specific product lines or services offered by each company.
Missouri Wholesale Agreement between Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp. and Delaware Distributors, LP
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