FUND PARTICIPATION AGREEMENTFund Participation Agreement • May 19th, 2023 • Lincoln Variable Insurance Products Trust
THIS AGREEMENT, made as of May 1, 2023, 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 FINANCIAL INVESTMENTS CORPORATION, a Tennessee corporation (“Adviser”), and NATIONAL LIFE INSURANCE COMPANY (“Company”), a life insurance company organized under the laws of the State of Vermont.
PARTICIPATION AGREEMENT Among First Security Benefit Life Insurance and Annuity Company of New York, Lincoln Variable Insurance Products Trust, Lincoln Financial Investments Corporation, and Lincoln Financial Distributors, Inc.Participation Agreement • May 19th, 2023 • Lincoln Variable Insurance Products Trust • Delaware
THIS AGREEMENT, dated as of the 1st day of May, 2023, by and among First Security Benefit Life Insurance and Annuity Company of New York, (the “Company”), a stock life insurance company organized under the laws of the State of New York, on its own behalf and on behalf of each segregated asset account of the Company currently in existence or hereafter created, as set forth on Schedule A hereto, which may be updated from time to time for the convenience of the parties, (each an “Account”), Lincoln Variable Insurance Products Trust (the “Trust”), a Delaware statutory Trust , Lincoln Financial Investments Corporation (the “Adviser”), a Tennessee corporation, and Lincoln Financial Distributors, Inc. (the “Distributor”), a Connecticut corporation.
AGREEMENT AND PLAN OF REORGANIZATIONAgreement and Plan of Reorganization • May 19th, 2023 • Lincoln Variable Insurance Products Trust
THIS AGREEMENT AND PLAN OF REORGANIZATION (“Agreement”) is adopted as of this 28th day of April, 2023 by and among: (i) JPMorgan Insurance Trust (the “Target Entity”), an open-end registered investment company, separately, where applicable, on behalf of its respective series identified on Exhibit A hereto (each a “Target Fund”); and (ii) Lincoln Variable Insurance Products Trust, an open-end registered investment company (the “Acquiring Entity”), separately, where applicable, on behalf of its respective series identified on Exhibit A hereto (each an “Acquiring Fund”). J.P. Morgan Investment Management Inc. (“JPMIM”) joins this Agreement solely for purposes of Sections 1.2(f), 5.1(a), 9.2, 14, 16.3, 17.2, and 17.3. Lincoln Financial Investments Corporation (“LFI,” formerly Lincoln Investment Advisors Corporation) joins this agreement solely for purposes of Sections 1.2(f), 5.1(a), 9.2, 14, 16.3, 17.2, and 17.3.
Amendment to Fund Participation AgreementFund Participation Agreement • May 19th, 2023 • Lincoln Variable Insurance Products Trust
This Amendment (the “Amendment”), by and among 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 Investment Advisors Corporation, a Tennessee corporation (“Adviser”), Lincoln Financial Distributors, Inc., a Connecticut corporation (“Distributor”), and Riversource Life Insurance Company (“Company”), is effective as of May 1, 2023 (the “Effective Date”).
