The Phoenix, Arizona Wholesale Agreement is a legal contract established between Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp., and Delaware Distributors, LP, outlining the terms and conditions of wholesale distribution of financial products and services in the Phoenix, Arizona region. This agreement serves as a framework for the collaborative efforts between the mentioned entities, aimed at efficiently distributing insurance and annuity products, as well as providing financial advisory services to clients in the Phoenix, Arizona market. The primary objective of this wholesale agreement is to establish a mutually beneficial relationship, enhancing the accessibility of financial solutions for customers in the region. Through this arrangement, Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp., and Delaware Distributors, LP aim to optimize the distribution channels, streamline operations, and ensure compliance with regulatory requirements. To illustrate the comprehensive nature of this wholesale agreement, let's explore a few of its distinct types: 1. Lincoln Life and Annuity Co. of New York Wholesale Agreement: This specific type of agreement focuses on the wholesale distribution of life insurance and annuity products by Lincoln Life and Annuity Co. of New York. It outlines the specific terms, commissions, and obligations related to the distribution of these financial products within the Phoenix, Arizona market. 2. Lincoln Financial Advisors Corp. Wholesale Agreement: This type of wholesale agreement centers around the wholesale distribution of financial advisory services provided by Lincoln Financial Advisors Corp. The agreement stipulates the nature and scope of the advisory services, compensation structure, compliance standards, and related terms specific to Phoenix, Arizona. 3. Delaware Distributors, LP Wholesale Agreement: Delaware Distributors, LP, is primarily responsible for the distribution and marketing of financial products offered by Lincoln Financial Advisors Corp. and Lincoln Life and Annuity Co. of New York. This wholesale agreement outlines the distribution responsibilities, commission structure, and any specific terms and conditions applicable to Delaware Distributors, LP, in the Phoenix, Arizona market. 4. Joint Wholesale Agreement: This variant of the Phoenix, Arizona Wholesale Agreement represents a comprehensive partnership between all parties involved. It combines the efforts of Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp., and Delaware Distributors, LP to jointly distribute insurance, annuity products, and financial advisory services in the Phoenix, Arizona region. This consolidated agreement outlines the shared objectives, obligations, revenue sharing, and other details related to the collaboration. In conclusion, the Phoenix, Arizona Wholesale Agreement is a multifaceted contract governing the wholesale distribution of financial products and advisory services. Its various types cater to specific aspects of distribution, ensuring a collaborative and efficient approach to serving the financial needs of clients in Phoenix, Arizona.
Phoenix Arizona Wholesale Agreement between Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp. and Delaware Distributors, LP
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