The Oklahoma Wholesale Agreement between Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp., and Delaware Distributors, LP is a comprehensive agreement that outlines the terms and conditions for wholesale distribution of financial products in the state of Oklahoma. This wholesale agreement is designed to establish a mutually beneficial relationship between Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp., and Delaware Distributors, LP. It allows for the marketing and sale of various financial products, primarily life insurance and annuity contracts, through wholesale channels in Oklahoma. The agreement encompasses several key points including sales and marketing strategies, compensation structure, compliance with regulatory requirements, and relationship management. It outlines the roles and responsibilities of each party involved and sets forth guidelines for maintaining ethical practices and high professional standards. In addition to the overall Oklahoma Wholesale Agreement, there may be different types of wholesale agreements, each catering to specific financial products or distribution channels. Some of these variations include: 1. Life Insurance Wholesale Agreement: This agreement focuses primarily on the distribution of life insurance products offered by Lincoln Life and Annuity Co. of New York. It outlines the specific terms related to the promotion, sales, and commission structure for life insurance policies in Oklahoma. 2. Annuity Wholesale Agreement: This type of wholesale agreement specifically addresses the distribution of annuity contracts provided by Lincoln Life and Annuity Co. of New York. It details the rules and guidelines for selling annuity products, including compliance with state regulations, disclosure requirements, and compensation arrangements. 3. Financial Advisor Wholesale Agreement: This agreement pertains to the wholesale distribution of various financial products offered by Lincoln Financial Advisors Corp. It focuses on establishing the relationship between Lincoln Financial Advisors Corp. and Delaware Distributors, LP, to effectively market and sell financial advisory services to clients in Oklahoma. 4. Delaware Distributors Wholesale Agreement: This specific agreement highlights the role and responsibilities of Delaware Distributors, LP, as a wholesale distributor of Lincoln Life and Annuity Co. of New York and Lincoln Financial Advisors Corp. products. It encompasses the wholesale distribution of multiple financial products, ensuring compliance with applicable laws and regulatory guidelines in Oklahoma. Overall, the Oklahoma Wholesale Agreement between Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp., and Delaware Distributors, LP provides a framework for a successful and compliant wholesale distribution relationship, allowing the parties involved to effectively meet the financial needs of customers in Oklahoma.
Oklahoma Wholesale Agreement between Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp. and Delaware Distributors, LP
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