Grow your Annuity Business with Luma
Annuity Transactions Made Simple
Annuities are rising in sales and have the potential to see strong growth over the next couple years due to current market conditions. These products uniquely position advisors to further elevate the risk-managed solutions they provide their clients due to their growth options, income solutions, protection levels, tax deferrals, and legacy benefits.
Through Luma and your firm, you can compare, configure, transact, analyze, and easily manage your entire annuity book of business.
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Annuities are on the Rise
First quarter of 2022 saw a rise of 4% to $63.3 billion with a potential growth of $300 billion in sales within the next couple of years.
Source: LIMRA
Learn, Order, Configure, and Track Annuities in One Place.
1
Leverage Luma’s Fixed Index Annuity and Registered Index-Linked Annuity Efficient Frontier to Drive Better Client Outcomes
2
Access a View of All Product and Rate Data for Single Premium Immediate Annuities, Deferred Income Annuities, Fixed Index Annuities, and Registered Index-Linked Annuities
3
Take Advantage of Streamlined Order Entry Technology and Finish Orders Faster
Trusted by industry leading carriers and thousands of advisors worldwide
Discover the trusted fintech solution for annuities backed by the largest institutions world wide.
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 took the complexities out of managing complex financial products, and give advisors smart solutions that they can believe in. Our award-winning platform, and our people, have earned Luma the privilege to partner with some of the largest financial institutions in the world, and helping Luma become the unquestioned global leader in financial technology that supports structured products.
While Luma has expanded into the annuity category, and opened offices in Latin America and Europe, our award-winning global technology and our people remain true to our mission of transparency, objectivity and integrity, with 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 they can really believe in.
