Luma Insights:

Annuity Comparison Webinar Series: CANNEX, Michelle Richter, and Luma Financial Technologies

Luma Financial Technologies has partnered with Tamiko Toland from CANNEX and Michelle Richter from Fiduciary Insurance Services to discuss how annuity comparison technology is impacting the industry. In this webinar series, the team discusses industry topics ranging from rollovers, RegBI, registered investment advisors, and more.

How Comparison Technology Helps Solve Industry Challenges

How Comparison Technology Helps Better Reach RIAs

How Rollovers Are Changing with RegBI