Tarrant Texas Wholesale Agreement, established between Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp., and Delaware Distributors, LP, is a comprehensive contractual arrangement designed to facilitate wholesale operations in the Tarrant region of Texas. This agreement encompasses various types that entail specific features and functions. 1. Premium Wholesale Agreement: The Premium Wholesale Agreement under the Tarrant Texas Wholesale Agreement outlines the terms and conditions related to the wholesale trading of premium insurance products offered by Lincoln Life and Annuity Co. of New York. This agreement focuses on enabling Lincoln Financial Advisors Corp. and Delaware Distributors, LP to efficiently distribute premium life insurance and annuity products throughout the Tarrant area. 2. Investment Wholesale Agreement: The Investment Wholesale Agreement within the Tarrant Texas Wholesale Agreement governs the wholesale trading of investment products provided by Lincoln Financial Advisors Corp. This agreement outlines the procedures and guidelines for the distribution of investment solutions, including mutual funds, retirement plans, and other investment-related offerings, by Lincoln Financial Advisors Corp., with the support of Delaware Distributors, LP in the Tarrant region. 3. Annuity Wholesale Agreement: The Tarrant Texas Wholesale Agreement further includes the Annuity Wholesale Agreement between Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp., and Delaware Distributors, LP. This agreement focuses specifically on the wholesale distribution of annuity products. It outlines the terms and conditions for the promotion, sales, and support of various annuity options, tailored to meet the specific investment and retirement needs of clients within the Tarrant region. 4. Collaborative Partnership Agreement: In addition to the specific wholesale agreements, the Tarrant Texas Wholesale Agreement also encompasses a Collaborative Partnership Agreement between the involved parties. This agreement lays the foundation for a strong partnership and cooperation in the wholesale operations. It ensures effective communication, support, and collaboration between Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp., and Delaware Distributors, LP, aiming to expand market reach and enhance customer satisfaction in the Tarrant area. By establishing these various types of wholesale agreements, Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp., and Delaware Distributors, LP form a robust framework that enables efficient distribution, comprehensive support, and tailored offerings to cater to the diverse financial needs of clients in Tarrant, Texas.
Tarrant Texas Wholesale Agreement between Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp. and Delaware Distributors, LP
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