The Wyoming Participation Agreement between Variable Insurance Products Fund, III and Lincoln Life and Annuity Company of New York is a legally binding document that outlines the terms and conditions of the agreement between these entities. This agreement is designed to establish the rules and guidelines for participation in the Variable Insurance Products Fund, III offered by Lincoln Life and Annuity Company of New York in the state of Wyoming. It is a comprehensive agreement that covers various aspects of the participation, including investment options, fees, and termination procedures. Keywords: Wyoming, Participation Agreement, Variable Insurance Products Fund, III, Lincoln Life and Annuity Company of New York Types of Wyoming Participation Agreement between Variable Insurance Products Fund, III, Lincoln Life and Annuity Company of New York: 1. Standard Participation Agreement: This type of agreement sets out the general terms and conditions that apply to all participants in the Variable Insurance Products Fund, III in Wyoming. It covers the basic rules for investment options, contribution limits, fees, and withdrawal procedures. 2. Custom Participation Agreement: In some cases, participants may have specific requirements or requests that need to be addressed. A custom participation agreement allows for personalized terms and conditions tailored to the individual participant's needs, provided they meet the necessary criteria and guidelines. 3. Employer-sponsored Participation Agreement: This type of agreement is specific to participants who are accessing the Variable Insurance Products Fund, III through an employer-sponsored retirement plan. It may include additional provisions related to employer contributions, matching programs, and withdrawal restrictions. 4. Individual Retirement Account (IRA) Participation Agreement: For participants utilizing an IRA to access the Variable Insurance Products Fund, III, this type of agreement focuses on IRA-specific rules, regulations, and tax implications. It outlines the requirements for IRA owners in Wyoming who wish to participate in the fund. 5. Joint Participation Agreement: In cases where two or more individuals are jointly participating in the Variable Insurance Products Fund, III, a joint participation agreement is necessary. This agreement establishes the rights, responsibilities, and obligations of each participant. It is important to note that the specifics of the Wyoming Participation Agreement between Variable Insurance Products Fund, III and Lincoln Life and Annuity Company of New York will vary based on the type of agreement chosen and individual circumstances. Participants are encouraged to review the agreement thoroughly and consult with financial professionals to ensure they understand the terms and conditions and make informed decisions regarding their investments.
Wyoming Participation Agreement between Variable Insurance Products Fund, III, Lincoln Life and Annuity Company of New York
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Lincoln Financial Group - Lincoln National is rated ?A? by A.M. Best, was founded in 1905, and has over $123 billion in total assets.
Variable annuities are essentially an insurance contract combined with an investment product. Through a professionally managed "subaccount" (similar to a mutual fund portfolio) within your variable annuity, you invest in stocks, bonds or money market funds or a combination thereof.
The applicable variable annuity prospectus contains this and other important information about the variable annuity and its underlying investment options. Please call 888-868-2583 for a free prospectus.
Lincoln Level Advantage® indexed variable annuity is a long-term investment product designed for retirement purposes. There are no explicit fees associated with the indexed-linked account options available.
Long-Term Care Customer Service: 888-503-8110. Variable Annuities (Prudential): 800-457-7617. Licensing and Commissions: 844-768-6777. LBL Home Office (for non-service related questions): 888-674-3667.
With Lincoln Financial variable annuities, you can choose from a range of benefits to help meet your retirement income needs. Your financial professional can help you select benefits that may help you: Ensure your income base never goes below what you're expecting, but has the opportunity to rise if the market does.