As featured in Retirement Income Journal, the Luma platform has expanded its services to include annuity offerings and distribution, allowing financial professionals the ability to efficiently and effectively transact in the marketplace. Luma’s full-service annuity sales and annuity maintenance platform provides end-to-end service, streamlining the entire sales process from one centralized location, and in-turn helping advisors deliver more targeted and strategic solutions to their clients.
Click here to learn more about Luma’s Annuity Sales and Annuity Maintenance Platform functionality.
From the article, featuring Luma’s Director of Annuity Products, Jay Charles:
“In the past, advisers relied on a disparate collection of education materials from annuity wholesalers or the home office. They didn’t have a view of the entire range of products,” Charles told RIJ. “We built a seamless process from the disjointed or broken processes that advisers previously had to use.”
