The Nassau New York Wholesale Agreement is a comprehensive contract 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 governing the wholesale distribution of insurance and financial products in the Nassau County, New York region. LLANO, as the issuing insurance company, provides a range of life and annuity products to clients through its network of financial advisors. FAC and DDL act as wholesale distributors, facilitating the distribution of these products to their respective client bases. The Nassau New York Wholesale Agreement encompasses various types of agreements based on the specific financial products involved. Some different types of agreements commonly seen under this wholesale framework include: 1. Life Insurance Wholesale Agreement: This agreement details the terms and conditions related to the distribution of LLANO's life insurance policies in Nassau County, New York. It governs the relationship between LLANO, FAC, and DDL in promoting and selling life insurance products. 2. Annuity Wholesale Agreement: This contract covers the distribution of LLANO's annuity products in the Nassau County region. It outlines the responsibilities, obligations, and compensation arrangements between LLANO, FAC, and DDL concerning the sale of annuity products to clients. 3. Wholesale Distribution Agreement for Investment Products: This agreement focuses on the distribution of investment products, such as mutual funds and individual securities, offered by LLANO. It governs the relationship between LLANO, FAC, and DDL in promoting and selling investment products to clients in Nassau County. Within each type of agreement, specific terms are outlined, including commissions, licensing requirements, marketing support, compliance procedures, and other provisions necessary for the successful distribution of these financial products. These agreements aim to ensure a transparent and mutually beneficial relationship between LLANO, FAC, and DDL while serving the financial needs of clients in Nassau County, New York. In summary, the Nassau New York Wholesale Agreement between Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp., and Delaware Distributors, LP establishes a framework for the wholesale distribution of life insurance, annuity, and investment products in Nassau County, New York.
Nassau New York Wholesale Agreement between Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp. and Delaware Distributors, LP
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How to fill out Nassau New York Wholesale Agreement Between Lincoln Life And Annuity Co. Of New York, Lincoln Financial Advisors Corp. And Delaware Distributors, LP?
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