Travis Texas Wholesale Agreement is a contractual arrangement established between Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp., and Delaware Distributors, LP. This agreement outlines the terms and conditions governing the wholesale distribution of financial products and services in the Travis, Texas area. The agreement serves as a foundation for cooperation and collaboration between the three entities, facilitating the provision of life insurance and annuities to clients in Travis, Texas. By partnering together, Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp., and Delaware Distributors, LP aim to enhance their market presence and deliver comprehensive financial solutions tailored to the specific needs of customers within the region. Within the Travis Texas Wholesale Agreement, there may be various types or sub-categories of agreements designed to address specific aspects of the wholesale distribution partnership. These may include: 1. Distribution Agreement: This section outlines the responsibilities and roles of each party involved, establishing the guidelines for the distribution of financial products in Travis, Texas. It addresses aspects like product selection, marketing strategies, and sales targets. 2. Compensation Agreement: This agreement specifies the compensation structure for the distribution partners involved in the Travis, Texas area. It outlines the commission rates, incentive programs, and bonus structures applicable to each party, incentivizing them to promote and sell the financial products effectively. 3. Compliance and Legal Agreement: To ensure adherence to applicable laws and regulations, this agreement sets forth the compliance requirements for all entities involved. It outlines the obligations each party must fulfill to maintain compliance, such as licensing, record-keeping, and reporting practices. 4. Marketing and Promotional Agreement: This section defines the marketing strategies and promotional initiatives to be undertaken collectively by the involved entities. It may include joint marketing campaigns, branding guidelines, and communication protocols to effectively reach and engage the target audience in Travis, Texas. 5. Training and Support Agreement: Recognizing the importance of knowledge and expertise, this agreement covers the training and support provisions for each party involved. It outlines the resources, training programs, and ongoing support that will be provided to enhance the skills and capabilities of financial advisors within the Travis, Texas area. These various types of agreements within the Travis Texas Wholesale Agreement aim to establish a robust partnership framework, promoting effective communication, cooperation, and mutual success between Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp., and Delaware Distributors, LP.
Travis Texas Wholesale Agreement between Lincoln Life and Annuity Co. of New York, Lincoln Financial Advisors Corp. and Delaware Distributors, LP
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