Marketing Coordination and Sales Administration Sample Clauses

The "Marketing Coordination and Sales Administration" clause defines the responsibilities and procedures for managing marketing activities and sales processes between the parties. It typically outlines how marketing efforts will be coordinated, who will be responsible for sales administration tasks such as order processing, customer communication, and reporting, and may specify requirements for sharing marketing materials or sales data. This clause ensures that both parties work together efficiently to promote and sell products or services, minimizing confusion and streamlining operations.
Marketing Coordination and Sales Administration. GENERAL DISTRIBUTOR Clarendon is hereby appointed by Sun Life (U.S.) as the General Distributor of the Plans. Clarendon shall, at all times, when performing its functions under this Agreement, be registered as a securities broker-dealer with the SEC and the NASD and shall be licensed or registered as a securities broker-dealer and, as applicable, a life insurance agency, in those jurisdictions where the performance of the duties contemplated by this Agreement would require such licensing or registration.
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Marketing Coordination and Sales Administration. A. DISTRIBUTION AGREEMENTS Clarendon will distribute the Plans pursuant to one of four different standard types of agreements with financial intermediaries (collectively referred to as "Distribution Agreements"). Copies of the Distribution Agreements are attached as Exhibits B, C, D and E, respectively. Clarendon shall negotiate all Distribution Agreements on behalf of Sun Life (U.S.) and all such Distribution Agreements shall be substantially in the form of the Distribution Agreements attached as Exhibits B, C, D and E, respectively, unless otherwise agreed by Sun Life (U.S.). No Commission Schedule attached to any Distribution Agreement may provide for commission payments in excess of specified maximums established from time to time by Sun Life (U.S.). Clarendon shall retain copies of all executed Distribution Agreements and all correspondence, memoranda and other documents relating to the Distribution Agreements.
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Marketing Coordination and Sales Administration. 1. Distribution of Products The products will be distributed through only Waddell & Reed registered representatives a▇, appointed by NWL, who shall be duly qualified and licensed as agents (hereinafter "Agents"), in accordance with the applicable state insurance authority of each state in which such agent is marketing the products. 2. Waddell & Reed shall be the exclusive Natio▇▇▇ Distributor for 5 years of the products developed and marketed pursuant to this Agreement. By mutual agreement, sales or solicitations of the annuity products may be proscribed with regard to certain market groups. 3. Appointment and Termination of Agents Appointment and termination of agents with NWL shall be processed and executed by NWL. NWL shall promptly license registered representatives of Waddell & Reed in accordance ▇▇▇▇ ▇equ▇▇▇▇ received from Waddell & Reed. NWL will pay the fees in connection with the initial appointment with NWL of registered representatives of Waddell & Reed for all lines ▇▇ ▇▇▇urance to be offered by Waddell & Reed under the General ▇▇ent ▇▇▇eement. NWL shall pay the fees in connection with the renewal of such appointments for all registered representatives of Waddell & Reed who, during t▇▇ ▇▇▇▇ve (▇▇) months immediately prior to such renewal, had sales of products hereunder with a cumulative premium of $25,000 or more or made one (1) or more sales of a 401(k) Trust Product. Waddell & Reed reserves the ▇▇▇▇▇ ▇o r▇▇▇▇re NWL to consult with it if requested regarding licensing decisions. No appointment is effective with respect to any jurisdiction where an appointed agent may not lawfully solicit applications for the products. 4. Advertising Waddell & Reed shall not print, publish or distribute any advertisement, circular or any document relating to the products distributed pursuant to this Agreement or relating to NWL unless such advertisement, circular or document shall have been approved in writing by NWL, which approval shall not be unreasonably withheld and shall be given as promptly as possible within a reasonable period of time. Neither NWL nor any of its affiliates shall print, publish or distribute any advertisement, circular or any document relating to the products distributed pursuant to this Agreement or relating to Waddell & Reed unless such a▇▇▇▇▇▇▇ement, circular or document shall have been approved in writing by Waddell & Reed, which approval shall not ▇e unreasonably withheld and shall be given as promptly as possible within a reasonab...
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Marketing Coordination and Sales Administration 
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