We are delighted to be part of the Conversations with Cannex Financial Exchanges video series where we discuss how technology empowers financial professionals to better understand, configure and transact annuity solutions that are tailored to their clients’ individual objectives.
Using Technology to Understand and Configure Annuities
Luma Financial Technologies’ Jay Charles on annuity financial technology and how it can help financial professionals and advisors better understand and configure annuities in their practices.
COVID Impact on Advisor Use of Technology
Luma Financial Technologies’ Jay Charles on annuity financial technology and how the pandemic has affected adoption.
Pet Peeves with Common Objections to Annuities
Luma Financial Technologies’ Jay Charles tells Cannex’s Tamiko Toland about his top annuity pet peeves.
Here’s a link to the full interview: Conversations with Cannex: Jay Charles and Tamiko Toland
To learn more about our partnership with CANNEX, click here.
To learn more about CANNEX Financial Exchanges, click here.
