Annuity Comparison Tool

Annuity Simplification Starts Here

Luma Compare: Annuities is a comparison tool that removes the challenge of 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.

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Suitability and Compliance

Advisors and regulatory leaders want to, and in many cases are required to do, what is in the best interest of their clients to help them meet or exceed their financial goals and expectations. Luma Compare is leading the way in the industry through its innovative data modeling and third-party integrations that allow financial professionals to instantly discover and test new products, easily review a diverse set of annuity products, and within a few simple clicks, deliver superior service to their clients while remaining compliant with suitability and best interest requirements.

1

EXAMINE

Examine annuities across product types and carriers.

2

ANALYZE

Analyze historical performance of indices with current rates to discover the optimal allocation for your client.

3

COMPARE

Compare income rider performance in different market scenarios, the effects of market step-ups and fee drag.

Use Luma’s Data to Drive your Decisions

Utilize Luma’s award-winning technology to discover the best product, rider, and allocation combination through innovative data modeling, insights, and comparison features. Create optimal opportunities that match each of your client’s unique objectives.

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Discover how Luma Compare Empowers Financial Professionals

In the Media

Luma, the world’s top independent and most objective, multi-issuer structured products and annuities platform, announces their latest annuity-focused tool, Luma Compare.

Suitability and Compliance

Explore the breadth of solutions that Luma Compare offers for compliance and suitability managers. Create optimal opportunities that align with your firm’s requirements.

Announcement Video

Discover the vision from Luma’s CEO behind Luma Compare and how the platform continues to innovate the market for structured products and annuities.

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Fill out the form below and one of our annuity platform specialists will reach out.