Philadelphia Pennsylvania Participation Agreement between Variable Insurance Products Fund, III, Lincoln Life and Annuity Company of New York

State:
Multi-State
County:
Philadelphia
Control #:
US-EG-9362
Format:
Word; 
Rich Text
Instant download

Description

Participation Agreement between Variable Insurance Products Fund, III, Lincoln Life and Annuity Company of New York and Fidelity Distributors Corporation regarding the permission of shares of the Fund to be sold and held by variable annuity and variable

A Philadelphia Pennsylvania Participation Agreement refers to a legally binding contract between Variable Insurance Products Fund, III (VIP Fund), and Lincoln Life and Annuity Company of New York (LACEY). This agreement outlines the terms and conditions under which LACEY agrees to participate in the VIP Fund, a variable insurance product investment vehicle. One type of Philadelphia Pennsylvania Participation Agreement between VIP Fund and LACEY is the General Participation Agreement. This agreement sets out the general framework and provisions that govern LACEY's participation in the VIP Fund. It typically includes details such as the investment strategies, risk parameters, compensation structure, reporting requirements, and any limitations or restrictions applicable to LACEY's participation. Another type of Philadelphia Pennsylvania Participation Agreement could be a Customized Participation Agreement. This agreement is tailored specifically to meet the unique needs and preferences of LACEY. It may involve additional provisions or modifications to the standard terms mentioned in the General Participation Agreement. Customized agreements ensure that LACEY's specific investment goals, risk tolerance, or regulatory requirements are appropriately addressed within the framework of the cooperation. The Philadelphia Pennsylvania Participation Agreement between VIP Fund and LACEY typically covers various aspects such as investment objectives, disclosure requirements, fees and expenses, termination provisions, indemnification clauses, and dispute resolution mechanisms. It is designed to protect the interests of both parties while establishing a clear understanding of the rights and responsibilities in their business relationship. Key keywords to include for search engine optimization (SEO) purposes may include: — Philadelphia Pennsylvania Participation Agreement — Variable Insurance Products Fund, II— - Lincoln Life and Annuity Company of New York — VIP Fun— - LLACNY - General Participation Agreement — Customized ParticipatioAgreementen— - Investment strategies — Risk parameter— - Compensation structure — Reporting requirement— - Limitations and restrictions — Investment goal— - Risk tolerance - Regulatory requirements — Termination provision— - Indemnification clauses — Dispute resolution mechanisms By incorporating these relevant keywords within the context of a detailed description of Philadelphia Pennsylvania Participation Agreement between VIP Fund and LACEY, you can effectively enhance the visibility and searchability of the content.

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FAQ

Variable annuities gave buyers a chance to benefit from rising markets by investing in a menu of mutual funds offered by the insurer. The upside was the possibility of higher returns during the accumulation phase and a larger income during the payout phase.

Annuities are not life insurance policies. They are, in fact, designed to serve the exact opposite purpose. Whereas life insurance guarantees income in the event of your death, an annuity guarantees income in the event that you live longer than you expect to.

The biggest benefit of a variable annuity is the potential growth your money could earn. Compared to many other types of annuities, such as fixed annuities, a variable annuity offers potentially the best possible return. This is because your money is in the markets.

What is a group variable annuity? A group variable annuity contract is a vehicle for companies that offer 401(k) and other retirement plans. These contracts are offered by insurance companies and are alternatives to mutual fund plan providers.

A variable annuity is a contract between you and an insurance company, under which the insurer agrees to make periodic pay- ments to you, beginning either immediately or at some future date. You purchase a variable annuity contract by making either a single purchase payment or a series of purchase payments.

A participation agreement is a contract between all the leaseholders participating together in the joint purchase of their freehold and provides a legal basis for the action.

16. The parties to this Agreement recognize that due to differences in tax treatment or other considerations, the interests of various Contract owners participating in one or more Portfolios or Master Funds might, at some time, be in conflict.

Variable annuities are securities registered with the Securities and Exchange Commission (SEC), and sales of variable insurance products are regulated by the SEC and FINRA.

Example of a Variable Annuity Some insurance companies also offer asset-allocation funds, which automatically allocate the money in a range of stocks, bonds, treasuries and other investments. The contract grows tax-deferred until the buyer chooses to receive payments ('annuitizes the contract').

What Is a Funding Agreement? A funding agreement is a type of investment that some institutional investors utilize because of the instrument's low-risk, fixed-income characteristics. The term usually refers to an agreement between two parties, with an issuer offering the investor a return on a lump sum investment.

More info

Learn more about MetLife employee benefits and financial solutions. Nationwide retirement plans prepare you for the future.Learn more about 457(b) plans designed for government workers. Annuity Company of New York ("LNY"), and to unaffiliated insurance. Let's keep your finances simple. Insure what you have. For MFS Core Equity Portfolio The management fee set forth in the Investment Advisory Agreement is 0. QuickLinks -- Click here to rapidly navigate through this document. As filed with the Securities and Exchange Commission on May 25, 2005. Shareholders, directors, management and associates, the 2022 Annual Meeting will be held online in a virtual format.

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Philadelphia Pennsylvania Participation Agreement between Variable Insurance Products Fund, III, Lincoln Life and Annuity Company of New York