Travis Texas Distribution Agreement between First American Insurance Portfolios, Inc. and SEI Financial Services Company

State:
Multi-State
County:
Travis
Control #:
US-EG-9187
Format:
Word; 
Rich Text
Instant download

Description

Distribution Agreement between First American Insurance Portfolios, Inc. and SEI Financial Services Company dated December 8, 1999. 9 pages Travis Texas Distribution Agreement between First American Insurance Portfolios, Inc. and SET Financial Services Company The Travis Texas Distribution Agreement is a legal contract established between First American Insurance Portfolios, Inc. (FAIR) and SET Financial Services Company. This agreement governs the distribution of insurance products and services in Travis County, Texas. It outlines the terms and conditions under which FAIR's products will be distributed by SET Financial Services Company to customers in the designated area. The primary objective of this agreement is to establish a mutually beneficial relationship between the two companies, allowing FAIR to expand its market reach while enabling SET Financial Services Company to offer diverse insurance options to its clientele. Some key provisions covered in the Travis Texas Distribution Agreement include: 1. Exclusive Distribution Rights: This agreement grants SET Financial Services Company exclusive rights to distribute FAIR's insurance products within Travis County, Texas. This exclusivity ensures that SET Financial Services Company has a competitive edge in the local market. 2. Product Selection: The agreement specifies the range of insurance products and services that will be made available for distribution. These products can include life insurance, health insurance, annuities, retirement plans, and more. The specific product selection may vary depending on the agreement type. 3. Sales and Marketing: The agreement outlines the responsibilities of both parties concerning sales and marketing efforts. SET Financial Services Company is expected to actively promote FAIR's products and services to potential customers in Travis County. FAIR may provide marketing materials and support to aid in these efforts. 4. Training and Support: FAIR may provide training programs and educational resources to ensure that SET Financial Services Company's agents and representatives are well-equipped to understand and effectively market the insurance products. This training helps maintain the quality and consistency of the products delivered to customers. 5. Compensation and Commission: The agreement defines the compensation structure for SET Financial Services Company. It may include commission rates, bonuses, or other incentives depending on the agreed-upon terms. The specifics of the compensation structure may vary across different types of Travis Texas Distribution Agreements. Types of Travis Texas Distribution Agreements between FAIR and SET Financial Services Company: 1. Individual Life Insurance Distribution Agreement: This agreement pertains specifically to the distribution of FAIR's individual life insurance products through SET Financial Services Company in Travis County, Texas. 2. Group Insurance Distribution Agreement: This type of agreement focuses on the distribution of FAIR's group insurance products, such as employee benefits packages, through SET Financial Services Company in Travis County, Texas. 3. Retirement Plan Distribution Agreement: This agreement covers the distribution of FAIR's retirement plans, such as 401(k) plans or pension plans, to individuals or organizations through SET Financial Services Company in Travis County, Texas. 4. Annuity Distribution Agreement: This agreement exclusively addresses the distribution of FAIR's annuity products through SET Financial Services Company in Travis County, Texas.

Travis Texas Distribution Agreement between First American Insurance Portfolios, Inc. and SET Financial Services Company The Travis Texas Distribution Agreement is a legal contract established between First American Insurance Portfolios, Inc. (FAIR) and SET Financial Services Company. This agreement governs the distribution of insurance products and services in Travis County, Texas. It outlines the terms and conditions under which FAIR's products will be distributed by SET Financial Services Company to customers in the designated area. The primary objective of this agreement is to establish a mutually beneficial relationship between the two companies, allowing FAIR to expand its market reach while enabling SET Financial Services Company to offer diverse insurance options to its clientele. Some key provisions covered in the Travis Texas Distribution Agreement include: 1. Exclusive Distribution Rights: This agreement grants SET Financial Services Company exclusive rights to distribute FAIR's insurance products within Travis County, Texas. This exclusivity ensures that SET Financial Services Company has a competitive edge in the local market. 2. Product Selection: The agreement specifies the range of insurance products and services that will be made available for distribution. These products can include life insurance, health insurance, annuities, retirement plans, and more. The specific product selection may vary depending on the agreement type. 3. Sales and Marketing: The agreement outlines the responsibilities of both parties concerning sales and marketing efforts. SET Financial Services Company is expected to actively promote FAIR's products and services to potential customers in Travis County. FAIR may provide marketing materials and support to aid in these efforts. 4. Training and Support: FAIR may provide training programs and educational resources to ensure that SET Financial Services Company's agents and representatives are well-equipped to understand and effectively market the insurance products. This training helps maintain the quality and consistency of the products delivered to customers. 5. Compensation and Commission: The agreement defines the compensation structure for SET Financial Services Company. It may include commission rates, bonuses, or other incentives depending on the agreed-upon terms. The specifics of the compensation structure may vary across different types of Travis Texas Distribution Agreements. Types of Travis Texas Distribution Agreements between FAIR and SET Financial Services Company: 1. Individual Life Insurance Distribution Agreement: This agreement pertains specifically to the distribution of FAIR's individual life insurance products through SET Financial Services Company in Travis County, Texas. 2. Group Insurance Distribution Agreement: This type of agreement focuses on the distribution of FAIR's group insurance products, such as employee benefits packages, through SET Financial Services Company in Travis County, Texas. 3. Retirement Plan Distribution Agreement: This agreement covers the distribution of FAIR's retirement plans, such as 401(k) plans or pension plans, to individuals or organizations through SET Financial Services Company in Travis County, Texas. 4. Annuity Distribution Agreement: This agreement exclusively addresses the distribution of FAIR's annuity products through SET Financial Services Company in Travis County, Texas.

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Travis Texas Distribution Agreement between First American Insurance Portfolios, Inc. and SEI Financial Services Company