FUND PARTICIPATION AGREEMENTFund Participation Agreement • July 27th, 2012 • Allianz Life Variable Account B • Massachusetts
This Fund Participation Agreement (the "Agreement"), effective as of 24th day of April, 2009, is made by and among Allianz Life Insurance Company of North America ("Company"), JPMorgan Insurance Trust (the "Trust"), the Trust’s investment advisors, JPMorgan Investment Advisors Inc. and J. P. Morgan Investment Management Inc. (the “Advisers”), and the Trust's administrator, JPMorgan Funds Management, Inc. (the "Administrator”).
PARTICIPATION AGREEMENT AMONG MFS VARIABLE INSURANCE TRUST MFS VARIABLE INSURANCE TRUST II ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA AND MFS FUND DISTRIBUTORS, INC.Participation Agreement • July 27th, 2012 • Allianz Life Variable Account B • Massachusetts
THIS AGREEMENT, made and entered into effective as of the ____ day of ______ 2012, by and among MFS VARIABLE INSURANCE TRUST, a Massachusetts business trust (the “Trust I”), MFS VARIABLE INSURANCE TRUST II, a Massachusetts business trust (the "Trust II") (Trust I and Trust II each referred to, individually, as the “Trust” and, collectively, as the “Trusts”), Allianz Life Insurance Company of North America, a Minnesota corporation (the "Company") on its own behalf and on behalf of each of the segregated asset accounts of the Company set forth in Schedule A hereto, as may be amended from time to time (the "Accounts"), and MFS Fund Distributors, Inc., a Delaware corporation (“MFD”).
PARTICIPATION AGREEMENT Allianz Life Insurance Company of North AmericaParticipation Agreement • July 27th, 2012 • Allianz Life Variable Account B • Kansas
This Participation Agreement (“Agreement”), dated as of the 11th day of June, 2012, is made by and between ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (“Company”), on behalf of itself and each of the separate accounts identified on Exhibit A, which is attached hereto, as the parties hereto may amend from time to time (“Variable Accounts”), WADDELL & REED, INC. (“W&R”), distributor for Ivy Funds Variable Insurance Portfolios, and IVY FUNDS VARIABLE INSURANCE PORTFOLIOS (“Ivy Funds VIP”).
PARTICIPATION AGREEMENT among LEGG MASON PARTNERS VARIABLE EQUITY TRUST, LEGG MASON PARTNERS VARIABLE INCOME TRUST, LEGG MASON INVESTOR SERVICES, LLC, LEGG MASON PARTNERS FUND ADVISOR, LLC and Allianz Life Insurance Company of North AmericaParticipation Agreement • July 27th, 2012 • Allianz Life Variable Account B • New York
THIS AGREEMENT, made and entered into this ___ day of __________, 2012 by and among Allianz Life Insurance Company of North America, a Minnesota corporation (the “Company”), on its own behalf and on behalf of each segregated asset account of the Company set forth on Schedule A hereto as may be amended from time to time (each such account hereinafter referred to as the “Account”), and Legg Mason Partners Variable Equity Trust, a Maryland Corporation and Legg Mason Partners Variable Income Trust, a Maryland Corporation (each a “Fund”, collectively the “Funds”), Legg Mason Investor Services, LLC, a Maryland limited liability company (the “Distributor”), and Legg Mason Partners Fund Advisor, LLC, a Maryland limited liability company (the “Adviser”).
PARTICIPATION AGREEMENT Among [ NAME OF FUND(s) ], and ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICAParticipation Agreement • July 27th, 2012 • Allianz Life Variable Account B • Maryland
THIS AGREEMENT, made and entered into as of this day of , 2012 by and among Allianz Life Insurance Company of North America (hereinafter, the "Company"), a Minnesota insurance company, on its own behalf and on behalf of each segregated asset account of the Company set forth on Schedule A hereto as may be amended from time to time (each account hereinafter referred to as the "Account"), and the undersigned funds, each, a corporation organized under the laws of Maryland (each hereinafter referred to as the "Fund") and T. Rowe Price Investment Services, Inc. (hereinafter the "Underwriter"), a Maryland corporation.
FUND PARTICIPATION AGREEMENTFund Participation Agreement • July 27th, 2012 • Allianz Life Variable Account B • New York
This Agreement is entered into as of the 1stday of September, 2012, between Allianz Life Insurance Company of North America, a life insurance company organized under the laws of the State of Minnesota(“Insurance Company"), on behalf of itself and on behalf of the separate accounts set forth on Exhibit A, and each Participating Fund (as defined below).
FUND PARTICIPATION AGREEMENTFund Participation Agreement • July 27th, 2012 • Allianz Life Variable Account B • New York
THIS FUND PARTICIPATION AGREEMENT ("Agreement") made as of the 1st day of August, 2012, by and between Eaton Vance Variable Trust (the "Trust"), a Massachusetts business trust, on its behalf and on behalf of each separate investment series thereof, whether existing as of the date above or established subsequent thereto, (each a "Portfolio" and collectively, the "Portfolios"), Eaton Vance Distributors, Inc. (the "Distributor"), and Allianz Life Insurance Company of North America (the "Company"), a life insurance company organized under the laws of the state of Minnesota.
FUND PARTICIPATION AGREEMENTFund Participation Agreement • July 27th, 2012 • Allianz Life Variable Account B • New York
This Agreement is entered into as of the ___ day of ___________, 2012, by and among Allianz Life Insurance Company of North America ("Insurance Company"), a life insurance company organized under the laws of the State of Minnesota, Allianz Life Financial Services, LLC ("Contract Distributor"), LAZARD ASSET MANAGEMENT SECURITIES LLC ("Lazard"), and LAZARD RETIREMENT SERIES, INC. ("Fund"), with respect to the Fund's Portfolios and shares classes named on Schedule 1, as it may be amended from time to time (each a "Portfolio").
ADMINISTRATIVE SERVICES AGREEMENTAdministrative Services Agreement • July 27th, 2012 • Allianz Life Variable Account B • New York
Allianz Life Insurance Company of North America (the “Company”) and Legg Mason Investor Services, LLC, (“LMIS”) (the “Distributor”) mutually agree to the arrangements set forth in this Administrative Services Agreement (the “Agreement”) dated __________________.
EATON VANCE VARIABLE TRUST SHAREHOLDER SERVICING AGREEMENTShareholder Servicing Agreement • July 27th, 2012 • Allianz Life Variable Account B • Massachusetts
This SHAREHOLDER SERVICE AGREEMENT is being entered into as of the 1st day of August, 2012 between EATON VANCE VARIABLE TRUST (the "Trust"), in respect of the Shares of its Portfolios set forth on Schedule A hereto, and Allianz Life Insurance Company of North America (the "Service Organization"). In consideration of the mutual covenants hereinafter contained, it is hereby agreed by and between the parties hereto as follows:
LAZARD RETIREMENT SERIES, INC. SERVICING AGREEMENTServicing Agreement • July 27th, 2012 • Allianz Life Variable Account B • New York
We wish to enter into this Agreement with you for advertising, marketing and distribution and/or certain other services with respect to shares (the "Shares") of the series of Lazard Retirement Series, Inc. (the "Fund") set forth on Schedule A attached hereto, as such Schedule may be revised from time to time (each, a "Portfolio"), of which you are the principal underwriter as defined in the Investment Company Act of 1940, as amended (the "1940 Act"). We also are parties to one or more Fund Participation Agreements of even date herewith (the "Participation Agreement") among you, the Fund, us and the Insurance Company (as defined therein).
EX-99.4.a.Individual Flexible Purchase Payment Variable Deferred Annuity Contract • July 27th, 2012 • Allianz Life Variable Account B
Purchase Payments we receive for this contract accumulate to provide Annuity Payments or a Death Benefit. This is a variable annuity contract with Contract Value increasing or decreasing depending on the experience of the Variable Account. This contract is nonparticipating, with no dividends payable. Benefits available under this contract are not less than those required by statute of the state in which this contract is delivered.
Rule 22c-2 AgreementRule 22c-2 Agreement • July 27th, 2012 • Allianz Life Variable Account B
This Rule 22c-2 Agreement (“Agreement”) is entered into by and among Waddell & Reed, Inc. (“Distributor”), as principal underwriter for the Ivy Funds Variable Insurance Portfolios (the “Portfolios”), and the intermediary firm which is a signatory to this Agreement below (the “Intermediary”), effective as of June 11, 2012.
SUPPLEMENTAL PAYMENT AGREEMENTSupplemental Payment Agreement • July 27th, 2012 • Allianz Life Variable Account B • New York
This Agreement is made effective April 24, 2009 by and between Allianz Life Insurance Company of North America (the “Company”) and JPMorgan Investment Advisors Inc. (“JPMIA”) and J.P. Morgan Investment Management Inc. (“JPMIM”).
AMENDMENT TO PARTICIPATION AGREEMENTParticipation Agreement • July 27th, 2012 • Allianz Life Variable Account B
The Participation Agreement, dated December 1, 1999, as amended and novated, by and among, Allianz Life Insurance Company of North America, PIMCO Variable Insurance Trust, and Allianz Global Investors Distributors LLC (as novated from Allianz Global Investors Distributors LLC to PIMCO Investments LLC effective February 14, 2011, via that certain Novation of and Amendment to Participation Agreement dated October 27, 2010) is hereby amended by deleting the existing Schedule A, and inserting in lieu thereof the following:
