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

• Category: Corporations - Public - Agreements
• State: Multi-State
• City: Houston
• Control #: US-EG-9361
• Format: Word; Rich Text

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 Houston Texas Wholesale Agreement between Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp., and Delaware Distributors, LP, is a contractual arrangement entered into by the parties involved. This agreement serves as a framework for the wholesale distribution of financial products and services in the Houston, Texas area. The primary objective of this agreement is to establish a partnership between Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp., and Delaware Distributors, LP in order to facilitate the efficient distribution of their products in the wholesale market of Houston, Texas. The agreement outlines the roles, responsibilities, and rights of each party involved, ensuring a smooth and mutually beneficial business relationship. This wholesale agreement may encompass various types or models depending on the specific products or services being distributed. Some potential types of Houston Texas Wholesale Agreements between the aforementioned entities may include: 1. Investment Products Wholesale Agreement: This type of agreement focuses on the wholesale distribution of various investment products such as mutual funds, annuities, retirement plans, and other financial instruments. 2. Insurance Products Wholesale Agreement: This type of agreement pertains to the wholesale distribution of insurance-based products, including life insurance policies, health insurance plans, and other related coverage options. 3. Wealth Management Wholesale Agreement: This agreement variant is specific to the wholesale distribution of wealth management services, such as financial planning, asset allocation, portfolio management, and customized investment solutions. 4. Retirement Products Wholesale Agreement: This type of agreement emphasizes the wholesale distribution of retirement-specific products and services, including 401(k) plans, individual retirement accounts (IRAs), and pension plans. 5. Annuity Wholesale Agreement: This agreement variant centers around the wholesale distribution of annuity products, which provide individuals with a steady stream of income during retirement or specific periods. Each of these Houston Texas Wholesale Agreements outlines the terms and conditions related to pricing, commissions, marketing support, training, and other critical aspects of the distribution relationship between the parties involved. Additionally, they may include provisions on dispute resolution, confidentiality obligations, termination, or renewal terms. These Wholesale Agreements play a pivotal role in promoting collaboration, ensuring compliance with regulatory requirements, and fostering the successful distribution of financial products and services in the Houston, Texas area by Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp., and Delaware Distributors, LP.

The Houston Texas Wholesale Agreement between Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp., and Delaware Distributors, LP, is a contractual arrangement entered into by the parties involved. This agreement serves as a framework for the wholesale distribution of financial products and services in the Houston, Texas area. The primary objective of this agreement is to establish a partnership between Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp., and Delaware Distributors, LP in order to facilitate the efficient distribution of their products in the wholesale market of Houston, Texas. The agreement outlines the roles, responsibilities, and rights of each party involved, ensuring a smooth and mutually beneficial business relationship. This wholesale agreement may encompass various types or models depending on the specific products or services being distributed. Some potential types of Houston Texas Wholesale Agreements between the aforementioned entities may include: 1. Investment Products Wholesale Agreement: This type of agreement focuses on the wholesale distribution of various investment products such as mutual funds, annuities, retirement plans, and other financial instruments. 2. Insurance Products Wholesale Agreement: This type of agreement pertains to the wholesale distribution of insurance-based products, including life insurance policies, health insurance plans, and other related coverage options. 3. Wealth Management Wholesale Agreement: This agreement variant is specific to the wholesale distribution of wealth management services, such as financial planning, asset allocation, portfolio management, and customized investment solutions. 4. Retirement Products Wholesale Agreement: This type of agreement emphasizes the wholesale distribution of retirement-specific products and services, including 401(k) plans, individual retirement accounts (IRAs), and pension plans. 5. Annuity Wholesale Agreement: This agreement variant centers around the wholesale distribution of annuity products, which provide individuals with a steady stream of income during retirement or specific periods. Each of these Houston Texas Wholesale Agreements outlines the terms and conditions related to pricing, commissions, marketing support, training, and other critical aspects of the distribution relationship between the parties involved. Additionally, they may include provisions on dispute resolution, confidentiality obligations, termination, or renewal terms. These Wholesale Agreements play a pivotal role in promoting collaboration, ensuring compliance with regulatory requirements, and fostering the successful distribution of financial products and services in the Houston, Texas area by Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp., and Delaware Distributors, LP.