Pima Arizona 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
• County: Pima
• 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 Lima Arizona Wholesale Agreement is a contractual arrangement between Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp., and Delaware Distributors, LP. It encompasses various types of agreements that outline the terms and conditions of wholesale distribution of financial products and services offered by these entities in the Lima, Arizona region. Named Types of Lima Arizona Wholesale Agreements: 1. Distribution Agreement: This type of agreement establishes the framework for the distribution of Lincoln Life and Annuity Co. of New York's insurance and annuity products through the wholesale channel in Lima, Arizona. It outlines the responsibilities, obligations, and rights of all parties involved, including Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp., and Delaware Distributors, LP. 2. Sales Representative Agreement: This agreement specifically pertains to the relationship between Lincoln Financial Advisors Corp. and Delaware Distributors, LP, defining the roles and responsibilities of sales representatives in promoting and selling financial products and services in the Lima, Arizona market. It may include provisions related to compensation, performance expectations, and compliance requirements. 3. Account Servicing Agreement: This type of agreement focuses on the servicing and maintenance of accounts for clients in Lima, Arizona. It outlines the responsibilities of Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp., and Delaware Distributors, LP, in providing ongoing support to customers, such as addressing inquiries, processing transactions, and ensuring compliance with relevant regulations. 4. Marketing Agreement: This agreement pertains to the marketing efforts and strategies employed by Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp., and Delaware Distributors, LP, in the Lima, Arizona region to promote and attract customers. It outlines the roles, responsibilities, and collaborations between the entities to achieve marketing objectives, including advertising campaigns, branding, and lead generation. These Lima Arizona Wholesale Agreements between Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp., and Delaware Distributors, LP, are crucial in establishing a cohesive and mutually beneficial partnership for the wholesale distribution of financial products and services in the Lima, Arizona market.

The Lima Arizona Wholesale Agreement is a contractual arrangement between Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp., and Delaware Distributors, LP. It encompasses various types of agreements that outline the terms and conditions of wholesale distribution of financial products and services offered by these entities in the Lima, Arizona region. Named Types of Lima Arizona Wholesale Agreements: 1. Distribution Agreement: This type of agreement establishes the framework for the distribution of Lincoln Life and Annuity Co. of New York's insurance and annuity products through the wholesale channel in Lima, Arizona. It outlines the responsibilities, obligations, and rights of all parties involved, including Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp., and Delaware Distributors, LP. 2. Sales Representative Agreement: This agreement specifically pertains to the relationship between Lincoln Financial Advisors Corp. and Delaware Distributors, LP, defining the roles and responsibilities of sales representatives in promoting and selling financial products and services in the Lima, Arizona market. It may include provisions related to compensation, performance expectations, and compliance requirements. 3. Account Servicing Agreement: This type of agreement focuses on the servicing and maintenance of accounts for clients in Lima, Arizona. It outlines the responsibilities of Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp., and Delaware Distributors, LP, in providing ongoing support to customers, such as addressing inquiries, processing transactions, and ensuring compliance with relevant regulations. 4. Marketing Agreement: This agreement pertains to the marketing efforts and strategies employed by Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp., and Delaware Distributors, LP, in the Lima, Arizona region to promote and attract customers. It outlines the roles, responsibilities, and collaborations between the entities to achieve marketing objectives, including advertising campaigns, branding, and lead generation. These Lima Arizona Wholesale Agreements between Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp., and Delaware Distributors, LP, are crucial in establishing a cohesive and mutually beneficial partnership for the wholesale distribution of financial products and services in the Lima, Arizona market.