Discover Your All-In-One Annuity Platform
Simplified Annuity Transactions
- Unlock market-leading digital education and training
- Compare rates, riders, and product features to make the most informed decisions for your clients
- Eliminate disjointed processes and manual checks & balances to streamline the sales process
- Gain access to annuities through Luma’s carrier-neutral platform
- Ensure products are chosen with clients’ best interests in mind
Gain the Edge with Luma
Use Luma to learn, order, configure, and track annuities in one place to present the best solutions to clients.
Your End-to-End Annuity Solutions Platform
Engaging educational content
NAIC carrier product training
Carrier marketing materials to help advisors explain the benefits of annuities
Order & Configure
Extensive data across entire annuity shelf, including rates, riders, and product profiles
Configurable product features and options
Predictive analytics and carrier illustrations
Seamless order entry system
Client-level performance reports
Email and text alerts for important client and product milestones
Integration of new and existing annuity business for single-source tracking
Luma Compare: Annuities
Luma Compare streamlines product discovery by empowering advisors to instantly compare and test different annuity products including VA, FIA & RILA, ensuring they are offering the most suitable solution to their client.
Configuration Made Simple
The Annuity Product Configuration feature allows advisors to tailor product features and options to ensure the product best meets the needs of their clients.
Once features and options are selected, the advisor can use Luma’s proprietary predictive analytics to better understand how a product may perform for their client.