Harris Texas Wholesale Agreement between Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp. and Delaware Distributors, LP

State:
Multi-State
County:
Harris
Control #:
US-EG-9361
Format:
Word; 
Rich Text
Instant download

Description

Wholesale Agreement between Lincoln Life and Annuity Company of New York, Lincoln Financial Advisors Corporation and Delaware Distributors, LP regarding the establishment of an arrangement for company to act as a wholesaler for variable annuity and The Harris Texas Wholesale Agreement is a comprehensive contract between Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp., and Delaware Distributors, LP. It outlines the terms and conditions for wholesale distribution of various financial products and services in the region of Harris, Texas. This agreement serves as a framework for the specific types of wholesale agreements that may exist between these entities. While there may be various types of Harris Texas Wholesale Agreements, some common ones include: 1. Annuity Wholesale Agreement: This type of agreement focuses on the wholesale distribution of annuity products offered by Lincoln Life and Annuity Co. of New York. It outlines the responsibilities and obligations of each party involved in the distribution process. 2. Financial Advisory Wholesale Agreement: This agreement pertains to the wholesale distribution of financial advisory services provided by Lincoln Financial Advisors Corp. It establishes the guidelines for delivering these services to clients in the Harris, Texas region. 3. Investment Product Wholesale Agreement: This type of agreement outlines the wholesale distribution terms for investment products offered by Delaware Distributors, LP. It identifies the roles and responsibilities of both parties involved in promoting and distributing these products. The Harris Texas Wholesale Agreement is crucial in maintaining a successful business relationship between these financial entities. It defines the pricing structure, sales targets, marketing strategies, and compliance requirements applicable to the wholesale distribution of products and services in Harris, Texas. By closely following the guidelines laid out in the agreement, Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp., and Delaware Distributors, LP can ensure consistent and effective distribution of their offerings in the Harris, Texas market.

The Harris Texas Wholesale Agreement is a comprehensive contract between Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp., and Delaware Distributors, LP. It outlines the terms and conditions for wholesale distribution of various financial products and services in the region of Harris, Texas. This agreement serves as a framework for the specific types of wholesale agreements that may exist between these entities. While there may be various types of Harris Texas Wholesale Agreements, some common ones include: 1. Annuity Wholesale Agreement: This type of agreement focuses on the wholesale distribution of annuity products offered by Lincoln Life and Annuity Co. of New York. It outlines the responsibilities and obligations of each party involved in the distribution process. 2. Financial Advisory Wholesale Agreement: This agreement pertains to the wholesale distribution of financial advisory services provided by Lincoln Financial Advisors Corp. It establishes the guidelines for delivering these services to clients in the Harris, Texas region. 3. Investment Product Wholesale Agreement: This type of agreement outlines the wholesale distribution terms for investment products offered by Delaware Distributors, LP. It identifies the roles and responsibilities of both parties involved in promoting and distributing these products. The Harris Texas Wholesale Agreement is crucial in maintaining a successful business relationship between these financial entities. It defines the pricing structure, sales targets, marketing strategies, and compliance requirements applicable to the wholesale distribution of products and services in Harris, Texas. By closely following the guidelines laid out in the agreement, Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp., and Delaware Distributors, LP can ensure consistent and effective distribution of their offerings in the Harris, Texas market.

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Harris Texas Wholesale Agreement between Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp. and Delaware Distributors, LP