The Pennsylvania Wholesale Agreement between Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp., and Delaware Distributors, LP, is a comprehensive contract outlining the terms and conditions of the Wholesale business relationship and the distribution of financial products. This agreement is specifically applicable in the state of Pennsylvania and involves major parties such as Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp., and Delaware Distributors, LP. The Pennsylvania Wholesale Agreement serves as a legal document that solidifies the partnership between Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp., and Delaware Distributors, LP. It ensures fair dealing, clear communication, and compliance with all applicable laws and regulations. The agreement establishes the roles and responsibilities of each party involved. Lincoln Life and Annuity Co. of New York is responsible for providing the financial products, such as life insurance and annuities, which will be distributed through the wholesale channel. Lincoln Financial Advisors Corp. and Delaware Distributors, LP serves as intermediaries, responsible for promoting, marketing, and selling these products to clients in Pennsylvania effectively. The Pennsylvania Wholesale Agreement includes provisions related to the compensation structure, which outlines how commissions and fees will be distributed to each party involved. It also specifies the reporting requirements, including the frequency and format for delivering sales and transaction data. Compliance with all applicable regulatory requirements, such as those set forth by the Pennsylvania Department of Insurance, is emphasized within the document. Different variations of the Pennsylvania Wholesale Agreement between these entities may exist to cater to distinct product lines or specific distribution channels. For instance, there might be separate agreements tailored for life insurance products, annuities, or investment products. These specialized agreements will address the unique considerations and requirements associated with each type of financial product. In summary, the Pennsylvania Wholesale Agreement between Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp., and Delaware Distributors, LP solidifies the business relationship and governs the distribution of financial products in Pennsylvania. It ensures transparency, compliance, and fair dealing among the parties involved, while accommodating various types of financial products under separate agreements.
Pennsylvania Wholesale Agreement between Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp. and Delaware Distributors, LP
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FAQ
877-ASK-LINC.
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.
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?
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?
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.
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.
Please reach out to your registered representative for more details on state approvals and firm guidelines. There is no additional tax-deferral benefit for an annuity contract purchased in an IRA or other tax-qualified plan. Not available in New York. For use with the general public.