Luma’s Annuity Platform

Introducing Luma’s New Annuity Services and Capabilities

Luma’s award-winning platform for structured products has expanded its services and capabilities to now fully support annuity product sets.

LEARN | ORDER | CONFIGURE | TRACK

LEARN MORE

Make Transacting Annuities Simple

Luma’s annuity technology platform removes industry challenges that financial professionals face when trying to offer annuities for their clients.

Gain access to top-quality training on annuity product sets

Compare rates, riders, and product features to make the most informed decisions for your clients

Eliminate disjointed processes and manual checks and balances to streamline the sales process

Get access to all annuity product types through Luma’s carrier-neutral platform

Ensure products are chosen with clients’ best interests in mind

Ready to expand your annuity services and book of business?

Luma Financial Technologies can help you get there.

GET A PERSONALIZED WALK-THROUGH
Lifecycle Manager Screenshot

Get a Customized, Carrier-Neutral Platform

Luma’s annuity technology platform offers seamless transacting of every annuity product on the market–and is fully customizable to meet your needs.

Comprehensive Product Marketplace that features entire annuity shelf

Seamless digital order entry through preferred partners or directly through Luma

Lifecycle Manager to track and monitor product performance

Get a Personalized Walk-Through

Learn, Order, Configure, and Track Annuities in One Place

Use Luma to learn, order, configure, and track annuity products in one place. So you can present the best, most secure product solutions to clients.

LEARN

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

TRACK

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

Expand Your Book of Business

1

GET A PERSONALIZED WALK-THROUGH

We’ll discuss your goals and how Luma can solve your challenges.

2

CUSTOMIZE LUMA FOR YOUR FIRM

Modify the system to integrate into your workflows, compliance requirements, and unique needs.

3

EXPAND YOUR ANNUITY SERVICES AND BOOK OF BUSINESS

Access products across all carriers, configure annuity products, and track post-sale performance in one place.

About Luma

Luma Financial Technologies began over 10 years ago with a mission to create a fully customizable, multi-product, multi-issuer, carrier-neutral platform that would take the hassle out of managing complex financial products and give advisors smart solutions that they could believe in. Our award-winning platform and our people have earned Luma the privilege of partnering with some of the largest financial institutions in the world—helping them originate over $25B annually, and helping Luma become the unquestioned global leader in financial technology for structured products.

While Luma has expanded into the annuity category and opened offices in Latin America and Europe, we remain true to our mission of transparency, objectivity, and integrity delivered through a comprehensive, company-agnostic platform, clear pricing structures, and customizable solutions. We are leading a global movement to bring bank leaders and advisors smart solutions that they can believe in.

Get a Personalized Walk-Through

Get in touch with an Annuity Platform Specialist to discuss how you can expand your annuity services and book of business with fintech.

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