The Oregon 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 of a wholesale distribution partnership focused on the state of Oregon. This agreement allows for the distribution of various financial products, including annuities and life insurance policies, through a network of authorized wholesalers and financial advisors. Key stakeholders involved in this agreement include Lincoln Life and Annuity Co. of New York, responsible for underwriting and providing the annuities and life insurance policies, Lincoln Financial Advisors Corp., representing the network of financial advisors who will sell these products, and Delaware Distributors, LP, serving as the wholesale distributor responsible for managing the relationship between the two parties. The Oregon Wholesale Agreement aims to formalize the collaboration between these entities by establishing guidelines on sales practices, compliance standards, product offerings, compensation terms, and other essential aspects of the distribution process. The agreement ensures that all parties involved operate in accordance with relevant laws, regulations, and industry best practices, fostering a transparent and efficient distribution ecosystem. Within the realm of Oregon Wholesale Agreement, there might be several types or variations depending on the specific product lines, distribution methods, or other unique characteristics. These could include: 1. Oregon Wholesale Agreement for Annuities: This agreement focuses primarily on the distribution of annuity products within the state of Oregon. It may introduce specific provisions related to the suitability of annuities for different customer profiles, regulatory compliance, and sales training requirements. 2. Oregon Wholesale Agreement for Life Insurance: This type of agreement emphasizes the distribution of life insurance policies within Oregon. It may address specific aspects, such as state-specific regulations, commission structures, and marketing support for this particular product line. 3. Oregon Wholesale Agreement for Mutual Funds: If the partnership extends beyond annuities and life insurance, there might be an additional agreement dedicated to the distribution of mutual funds in Oregon. This agreement would cover aspects such as fund selection, commission structures, compliance with investment regulations, and training for financial advisors. 4. Variations by Distribution Channel: The agreement may also differ based on the distribution channel employed. For instance, separate agreements might exist for wholesale distribution through independent broker-dealers versus distribution through banks or other financial institutions. These variations allow for specific terms and conditions tailored to the characteristics and requirements of each distribution channel. In conclusion, the Oregon Wholesale Agreement between Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp., and Delaware Distributors, LP establishes the framework for the wholesale distribution of financial products in Oregon. This agreement promotes cooperation, compliance, and effective sales practices among the involved entities, ensuring the delivery of quality financial solutions to customers throughout the state.
Oregon Wholesale Agreement between Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp. and Delaware Distributors, LP
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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.
People looking for term life insurance may find Lincoln Financial Group as their company of choice, but its low J.D. Power scores may mean its customer service is lacking. People who can get coverage through their employer or who want term life coverage may consider Lincoln Financial Group.
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.
Our success is a direct result of countless contributions from our board of directors, senior management team and more than 12,000 employees.
Once Lincoln Financial Group receives all necessary information to make a determination on your claim, a decision to approve or deny your claim will be made within 3 business days. Once your short-term disability claim is approved, Lincoln Financial Group will mail checks to your home on a bi-weekly basis.
If you pass away before receiving all of the death benefit, we will continue payment to your beneficiary until the original amount plus interest* has been paid out. Frequency of payment can be monthly, quarterly, semi-annual or annual. Method of payment can be check or Electronic Fund Transfer (EFT).
Lincoln Financial Group is headquartered in Strafford, Radnor Financial Center, 150 N Radnor Chester Rd, United States, and has 21 office locations.
If I complete the form I received in the mail, how long will it take to get a check? It may take up to eight weeks once all required documentation is received. However, if you are the beneficiary claiming funds, it may take longer and additional documentation may be requested at a later date.
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?