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

State:
Multi-State
County:
Nassau
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 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.

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FAQ

LFG makes every effort to place all property in the hands of the rightful owner. In the case of uncashed checks, LFG mails a letter to the payee 120 days after the check was issued, asking the payee to cash the check or request a replacement check.

How do I request a withdrawal or a contract change? Option 1: Transactions, including withdrawals may be requested via LincolnFinancial.com (any dollar amount) or via our Customer Care Center (<$50,000). Option 2: An image of an executed withdrawal form (PDF or photo) may be emailed to Annuityforms@LFG.com.

Email us at: claims@LFG.com for any claims questions. clientservices@LFG.com for administration and other questions. You will receive a response within 24 hours or less.

Company Information Lincoln Benefit Life Company was founded in 1938. Until 2013, the company sold life insurance and annuity products as a wholly-owned subsidiary of Allstate Life Insurance Company.

Lincoln Investment Advisors Corporation (LIAC) serves as the Registered Investment Advisor of Lincoln Financial Group, and is the investment engine for Lincoln's suite of products.

Lincoln Financial earned 4.5 stars out of 5 for overall performance. NerdWallet's ratings are determined by our editorial team.

TORONTO (June 15, 2009) Sun Life Financial Inc. (TSX/NYSE: SLF) announced today it is acquiring the United Kingdom operations of Lincoln National Corporation. The value of the transaction is approximately £195 million (CDN$359 million).

Our core business areaslife insurance, annuities, retirement plan services and group protectionfocus on supporting, preserving and enhancing people's lifestyles and retirement outcomes.

It was purchased by American General Corporation in 1982. The motto of National Life & Accident was "We Shield Millions".

TORONTO (June 15, 2009) Sun Life Financial Inc. (TSX/NYSE: SLF) announced today it is acquiring the United Kingdom operations of Lincoln National Corporation. The value of the transaction is approximately £195 million (CDN$359 million).

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Investment Company Securities. Transamerica Advisors Life Insurance Company.National Financial Services LLC. Nomination meetings will be held in the new districts to fill these vacancies. Company Act of 1940 (1940 Act) on the Fund with respect to. Equity Development Group is a Dallas, Texas, based company that helped set. 21 up offshore trusts, companies, and bank accounts. Have the meaning set forth in the Franchise Agreement. We are a Delaware limited liability company, formed in September 2007.

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