FUND PARTICIPATION AGREEMENTFund Participation Agreement • July 5th, 2023 • Delaware Life Ny Variable Account D
THIS AGREEMENT, made as of April 28, 2021, by and between LINCOLN VARIABLE INSURANCE PRODUCTS TRUST, a Delaware statutory trust (“Trust”), on its behalf and on behalf of its investment series set forth in Exhibit A (each, a “Fund”), LINCOLN FINANCIAL DISTRIBUTORS, INC., a Connecticut corporation (“Distributor”), LINCOLN INVESTMENT ADVISORS CORPORATION, a Tennessee corporation (“Adviser”), and DELAWARE LIFE INSURANCE COMPANY, a life insurance company organized under the laws of the State of Delaware, and DELAWARE LIFE INSURANCE COMPANY OF NEW YORK, a life insurance company organized under the laws of the State of New York (“Company”).
PARTICIPATION AGREEMENT Among OPPENHEIMER VARIABLE ACCOUNT FUNDS, OPPENHEIN4ERFUNDS, INC. and SUN LIFE INSURANCE AND ANNUITY COMPANY OF NEW YORKParticipation Agreement • May 2nd, 2005 • Sun Life Ny Variable Account D • New York
THIS AGREEMENT (the "Agreement"), made and entered into as of the 3 1 " day of December 2002 by and among Sun Life Insurance and Annuity Company of New York (hereinafter the "Company"), on its own behalf and on behalf of each separate account of the Company narned in Schedule I to this Agreement, as may be amended from time to time by mutual consent (hereinafter collectively the "Accounts"), Oppenheimer Variable Account Funds (hereinafter the "Fund") and OppenheimerFunds, hic. (hereinafter the "Adviser").
PRINCIPAL UNDERWRITING AGREEMENTPrincipal Underwriting Agreement • July 5th, 2023 • Delaware Life Ny Variable Account D • New York
THIS PRINCIPAL UNDERWRITING AGREEMENT (this “Agreement”), by and between Delaware Life Insurance Company of New York (“Insurance Company”), a New York domiciled life insurance company, and 1851 Securities, Inc. (“1851”), a Delaware corporation, shall be effective as of July 1, 2023 (“Effective Date”).
FORM OF ASSIGNMENT AND NOVATION AGREEMENTAssignment and Novation Agreement • July 5th, 2023 • Delaware Life Ny Variable Account D
THIS ASSIGNMENT AND NOVATION AGREEMENT is entered into as of by and among Delaware Life Insurance Company of New York, a New York domiciled life insurance company (“Insurer”), Clarendon Insurance Agency, Inc., a Massachusetts corporation (“Current Underwriter”), 1851 Securities, Inc., a Delaware corporation (“New Underwriter”), and [NAME OF SELLING FIRM], a corporation (“Selling Firm”).
FORM OF ASSIGNMENT AND NOVATION AGREEMENTAssignment and Novation Agreement • July 5th, 2023 • Delaware Life Ny Variable Account D
THIS ASSIGNMENT AND NOVATION AGREEMENT is entered into as of by and among Delaware Life Insurance Company of New York, a New York domiciled life insurance company (“Insurer”), Clarendon Insurance Agency, Inc., a Massachusetts corporation (“Current Underwriter”), 1851 Securities, Inc., a Delaware corporation (“New Underwriter”), and [NAME OF SELLING FIRM], a corporation (“Selling Firm”).
ADMINISTRATION AGREEMENT between McCamish Systems, L.L.C. and Sun Life Insurance and Annuity Company of New York dated as of April 1, 2007Administration Agreement • June 20th, 2008 • Sun Life Ny Variable Account D • Georgia
This ADMINISTRATION AGREEMENT (this "Agreement") is made and entered into as of the 1st day of April, 2007, by and between McCamish Systems, L.L.C., a Georgia limited liability company, having its principal address and place of business at 6425 Powers Ferry Road, Third Floor, Atlanta, Georgia 30339 (hereinafter referred to as "McCamish"); and Sun Life Insurance and Annuity Company of New York, a life insurance company registered under the laws of the State of New York, having its principal place of business at One Sun Life Executive Park, Wellesley Hills, Massachusetts 02481 (hereinafter referred to collectively as "Company").
SUN LIFE INSURANCE AND ANNUITY COMPANY OF NEW YORK Futurity Accumulator II, a Flexible Premium Variable Universal Life Insurance Policy INSURED - ################################### Policy Number - ''''''''''''''''''''''''''''''Flexible Premium Variable Universal Life Insurance Policy • May 21st, 2003 • Sun Life Ny Variable Account D
We, Sun Life Insurance and Annuity Company of New York, a member of the Sun Life Financial group of companies, agree, subject to the conditions and provisions of the Policy, to pay the Beneficiary such amounts as are due and payable upon receipt of Due Proof of the Insured's death. Until that time, We agree to provide You, as Owner, the other rights and benefits of the Policy. These rights and benefits are subject to the provisions on the pages which follow. The Policy is a legal contract between You and Us.
PRINCIPAL UNDERWRITER'S AGREEMENTPrincipal Underwriter's Agreement • May 21st, 2003 • Sun Life Ny Variable Account D • New York
THIS PRINCIPAL UNDERWRITER'S AGREEMENT is entered into by and among Sun Life Insurance and Annuity Company of New York (the "Insurance Company"), a New York corporation, and Clarendon Insurance Agency Inc. ("Clarendon"), a Massachusetts corporation.
PARTICIPATION AGREEMENT Among VAN KAMPEN LIFE INVESTMENTS TRUST, VAN KAMPEN FUNDS INC., VAN KAMPEN ASSET MANAGEMENT and SUN LIFE INSURANCE AND ANNUITY COMPANY OF NEW YORK Dated as of May 1, 2004Participation Agreement • May 2nd, 2005 • Sun Life Ny Variable Account D • Delaware
THIS AGREEMENT is made and entered into as of the 1st day of May, 2004 by and among SUN LIFE INSURANCE AND ANNUITY COMPANY OF NEW YORK (the "Company"), a New York corporation, on its own behalf and on behalf of each separate account of the Company set forth on Schedule A hereto as may be amended from time to time (each such account referred to as an "Account"), VAN KAMPEN LIFE INVESTMENT TRUST (the "Fund"), a Delaware business trust, VAN KAMPEN FUNDS INC. (the "Underwriter"), a Delaware corporation, and VAN KAMPEN ASSET MANAGEMENT (the "Adviser"), a Delaware corporation.
TRANSITION SERVICES AGREEMENT by and among NASSAU LIFE INSURANCE COMPANY, and DELAWARE LIFE INSURANCE COMPANY DATED AS OF July 3, 2023Transition Services Agreement • July 5th, 2023 • Delaware Life Ny Variable Account D • New York
This Transition Services Agreement, dated as of July 3, 2023 (this “Agreement”), is entered into between Nassau Life Insurance Company, a New York domiciled life insurance company (“Buyer”) and Delaware Life Insurance Company, a life insurance company organized under the laws of the State of Delaware (“Seller”) (each a “Party” and collectively the “Parties”).
PRINCIPAL UNDERWRITING AGREEMENTPrincipal Underwriting Agreement • July 5th, 2023 • Delaware Life Ny Variable Account D • New York
THIS PRINCIPAL UNDERWRITING AGREEMENT (this “Agreement”), by and between Delaware Life Insurance Company of New York (“Insurance Company”), a New York domiciled life insurance company, and 1851 Securities, Inc. (“1851”), a Delaware corporation, shall be effective as of July 1, 2023 (“Effective Date”).
Service Office: One Sun Life Executive Park Wellesley Hills, MA 02481 Home Office:Group Variable Universal Life Insurance Policy • November 27th, 2007 • Sun Life Ny Variable Account D
ADMINISTRATIVE SERVICES AGREEMENTAdministrative Services Agreement • May 21st, 2003 • Sun Life Ny Variable Account D • New York
This Administrative Services Agreement ("Agreement") is made effective as of 12:01 a.m. Eastern Standard Time, on the ___ day of__________, 2000 ("Effective Date") by and among Sun Life Assurance Company of Canada, a Canadian insurance company doing business in the United States through a U.S. Branch entered through Michigan (the "Branch"), Sun Life Assurance Company of Canada (U.S.), a Delaware insurance company ("Sun Life Delaware" and, along with the Branch, "Sun Life Canada"), and Sun Life Insurance and Annuity Company of New York, a New York insurance company ("Sun Life NY").
AMENDMENT NO. 1 December 1, 2006 PRINCIPAL UNDERWRITER’S AGREEMENTPrincipal Underwriter’s Agreement • April 27th, 2010 • Sun Life Ny Variable Account D
This Principal Underwriter’s Agreement dated February 1, 2003 (the “Agreement”) by and between Sun Life Insurance and Annuity Company of New York (the “Insurance Company”) and Clarendon Insurance Agency, Inc. (“Clarendon”) is hereby amended as follows:
Service Office: One Sun Life Executive Park, Wellesley Hills, MA 02481Consent to Purchase of Insurance • July 17th, 2007 • Sun Life Ny Variable Account D
The Company/Owner listed above (the “Owner”) intends to purchase a life insurance policy or policies on the life of the Proposed Insured listed below. In advance of any policy issuance [or material increase], the Proposed Insured will be notified in writing of the maximum total amount of insurance to be purchased at the time the policy or policies are issued.
AMENDMENT NO. 2 February 1, 2009 PRINCIPAL UNDERWRITER’S AGREEMENTPrincipal Underwriter’s Agreement • April 27th, 2010 • Sun Life Ny Variable Account D
The Principal Underwriter’s Agreement dated February 1, 2003, as previously amended, (the “Agreement”), by and among Sun Life Insurance and Annuity Company of New York (the “Insurance Company”) and Clarendon Insurance Agency, Inc. (“Clarendon”) is hereby further amended as follows.
Service Office: [One Sun Life Executive Park Wellesley Hills, MA 02481 Home Office: [60 East 42nd Street Suite 1115 New York, NY 10165]Group Variable Universal Life Insurance Policy • July 29th, 2009 • Sun Life Ny Variable Account D
This is a legal contract between the Policy Holder and Us, Sun Life Insurance and Annuity Company of New York (“the Company”, “we”, “our”). We agree to pay the benefits under this Group Policy according to its provisions. The Certificate Owner and Insured are named in each certificate. We agree to pay the Death Benefit proceeds to the beneficiary upon receipt of due proof of the Insured’s death. Signed for the Company: [[Missing Graphic Reference]] [Westley V. Thompson], [President] [Missing Graphic Reference] [ ] [Michael S. Bloom, Secretary]
Service Office: [One Sun Life Executive Park Wellesley Hills, MA 02481 Home Office: [60 East 42nd Street Suite 1115 New York, NY 10165]Group Last Survivor Variable Universal Life Insurance Policy • July 29th, 2009 • Sun Life Ny Variable Account D
This is a legal contract between the Policy Holder and Us, Sun Life Insurance and Annuity Company of New York (“the Company”, “we”, “our”). We agree to pay the benefits under this Group Policy according to its provisions. The Certificate Owner and Insured are named in each certificate. We agree to pay the Death Benefit proceeds to the beneficiary upon receipt of due proof of the Insured’s death. Signed for the Company: [[Missing Graphic Reference]] [Westley V. Thompson], [President] [Missing Graphic Reference] [ ] [Michael S. Bloom, Secretary]
Service Office: One Sun Life Executive Park Wellesley Hills, MA 02481 Home Office: Suite 1115 New York, NY 10165Flexible Premium Variable Universal Life Insurance Policy • July 17th, 2007 • Sun Life Ny Variable Account D
This Policy is a legal contract in which We, Sun Life Insurance and Annuity Company of New York, promise to provide the kind of insurance described below. Upon death of the Insured, We agree to pay the Beneficiary such amounts as then become due and payable. Until that time, We agree to provide You, as Owner, the other rights and benefits of this Policy. These rights and benefits are subject to the provisions on the pages which follow. Signed for the Company at its Home Office: [Missing Graphic Reference] [Robert C. Salipante, President] [Missing Graphic Reference] [Michael S. Bloom, Secretary]
Service Office: [One Sun Life Executive Park Wellesley Hills, MA 02481 Home Office: [122 East 42nd Street Suite 1900 New York, NY 10017]Group Last Survivor Variable Universal Life Insurance Policy • June 20th, 2008 • Sun Life Ny Variable Account D
This is a legal contract between the Policy Holder and Us, Sun Life Insurance and Annuity Company of New York (“the Company”, “we”, “our”). We agree to pay the benefits under this Group Policy according to its provisions. The Certificate Owner and Insured are named in each certificate. We agree to pay the Death Benefit proceeds to the beneficiary upon receipt of due proof of the Insured’s death. Signed for the Company: [Missing Graphic Reference] [Robert C. Salipante, President] [Missing Graphic Reference] [Michael S. Bloom, Secretary]
Insurer Address: One Sun Life Executive Park, Wellesley Hills, MA 02481Proposed Insured Consent Form • April 30th, 2009 • Sun Life Ny Variable Account D
The Company/Owner listed above (the “Owner”) intends to purchase a life insurance policy or policies on the life of the Proposed Insured listed below. In advance of any policy issuance or material increase, the Proposed Insured will be notified in writing of the maximum total amount of insurance to be purchased at the time the policy or policies are issued.
