Luma Insights:

Navigating the Annuity Landscape: Luma’s 2023 Highlights

In the dynamic annuity landscape of 2023, Luma achieved significant milestones that we’re excited to share with you. As we begin 2024, we’re eager to explore the opportunities that lie ahead. Here are some key highlights that shaped the year of annuities at Luma:

Remarkable Growth:

Noteworthy achievements include a 300% increase in advisor growth on our Luma platform. Furthermore, we experienced an outstanding 724% growth in advisors placing electronic applications. Luma’s growth not only translates to time savings but also accelerates operational efficiencies, elevating the services offered through electronic order entry. 

Milestone Achievements:

As part of our commitment to delivering digitized innovative annuity solutions, Luma proudly introduced new platform features, including a cutting-edge annuity income calculator. With this latest feature, advisors can effortlessly compare annuity income across diverse market scenarios with just a few simple clicks.


Here’s what some of our users are saying:

“While annuities aren’t new to the US market, making sure each client is matched with the best product to meet their unique goals requires a lot of research. With Luma Compare, we’re able to instantly compare projected growth and income on three products at once. This saves a lot of time and give us more opportunities to elevate the services we provide to our clients.”

“Luma’s fully integrated order-entry system provides an invaluable solution that speeds up transactions by offering all our needs in one centralized location.”

Exciting Client Partnerships:

We are thrilled to announce a multitude of partners who have chosen Luma for their annuity solutions. These partnerships signify our commitment to providing cutting-edge solutions for the annuity landscape.

Thank you for being a part of our journey. We look forward to achieving even greater heights together in the coming year.