Franklin Ohio Wholesale Agreement: Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp., and Delaware Distributors, LP The Franklin Ohio Wholesale Agreement is a contractual arrangement established between Lincoln Life and Annuity Co. of New York (LLANO), Lincoln Financial Advisors Corp. (FAC), and Delaware Distributors, LP (DDL). This agreement outlines the terms and conditions regarding the wholesale distribution of financial products and services in Franklin, Ohio. Lincoln Life and Annuity Co. of New York, a leading provider of life insurance and annuity products, partners with Lincoln Financial Advisors Corp., a registered investment advisor and broker-dealer, and Delaware Distributors, LP, a limited partnership engaged in wholesale distribution of financial products. Together, they form a robust network dedicated to meeting the financial needs of clients in Franklin, Ohio. The Franklin Ohio Wholesale Agreement comprises several types, each designed to cater to specific requirements and preferences: 1. Life Insurance Wholesale Agreement: This type of agreement focuses on the wholesale distribution of life insurance products offered by LLANO. It entails terms related to commissions, licensing, marketing support, training programs, and compliance procedures necessary for promoting and selling life insurance policies in Franklin, Ohio. 2. Annuity Wholesale Agreement: This agreement pertains to the wholesale distribution of annuity products offered by LLANO. It governs the terms and conditions under which FAC and DDL can distribute these products to their clients. This includes provisions regarding compensation, suitability requirements, application processes, and reporting procedures specific to the sale of annuities in Franklin, Ohio. 3. Investment Products Wholesale Agreement: This category covers the wholesale distribution of investment products, such as mutual funds, managed accounts, and securities, made available through FAC and DDL. It outlines the collaboration between LLANO and FAC in offering investment solutions and establishes guidelines for compliance, compensation, and marketing efforts in Franklin, Ohio. 4. Exclusive Distribution Agreement: Under this agreement, LLANO grants exclusive rights to FAC and DDL for the wholesale distribution of its financial products in Franklin, Ohio. It ensures that only authorized distributors can promote and sell LLANO products in the designated market, enhancing brand reputation and customer service quality. The Franklin Ohio Wholesale Agreement between Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp., and Delaware Distributors, LP, represents a comprehensive partnership that enables the efficient and compliant wholesale distribution of life insurance, annuity, and investment products to the residents of Franklin, Ohio.
Franklin Ohio Wholesale Agreement between Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp. and Delaware Distributors, LP
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