Author: Chris Olson

Annuity Q & A, featuring Keith Burger

You recently joined Luma after two decades of distributing annuities at AIG. Can you tell us why you chose to make the leap from traditional insurance to fintech insurance? I am very passionate about the annuity industry and excited about the increased relevance of annuities as a growing number of savers prepare for and enter…

Luma Financial Technologies adds Dynamic Capital Group to platform

27 July, 2021 – Luma Financial Technologies, an independent, multi-issuer structured products and annuities platform, has today announced that structured product issuer Dynamic Capital Group AG has selected to join the platform. Dynamic Capital Group is a specialist issuer of Structured Products, especially Actively Managed Certificates (AMC’s), Tracking Certificates and Credit Linked Notes (CLN’s), providing access…

Luma Financial Technologies Continues Substantial Growth with Appointment of Ron Bezoza as Head of Investment Solutions

Former Morgan Stanley & Goldman Sachs Veteran Will Lead Luma’s Business Development Efforts in the SMA Market Cincinnati, OH, July 20, 2021 – Luma Financial Technologies (“Luma”), the world’s top independent and most objective, multi-issuer structured products and annuities platform, announced today that Ron Bezoza has joined the company as Managing Director, Head of Investment…

Luma Financial Technologies signs Finanzlab to platform

This story is available in both French and German. 30 June, 2021 – Luma Financial Technologies, an independent, multi-issuer structured products and annuities platform, announced today that leading specialist structured product firm Finanzlab has selected to join the platform. The move will enable Finanzlab, which specialises in the design, selection and brokerage of custom structured…

Luma Featured in Retirement Income Journal: Annuity Sales and Annuity Maintenance Platform

As featured in Retirement Income Journal, the Luma platform has expanded its services to include annuity offerings and distribution, allowing financial professionals the ability to efficiently and effectively transact in the marketplace. Luma’s full-service annuity sales and annuity maintenance platform provides end-to-end service, streamlining the entire sales process from one centralized location, and in-turn helping…

Luma Appoints Annuity Industry Leader Keith Burger as Director of National Sales

Former AIG National Sales Manager Brings Over Two Decades of Experience in Annuity Distribution  Cincinnati, OH, June 15 2021 – Luma Financial Technologies (“Luma”), an independent, market leading multi-issuer structured products and annuities platform, announced today that annuity industry veteran, Keith Burger, has joined the company as National Sales Director for Annuities. Mr. Burger will…

Could Structured Products Become The New Exchange Traded Fund (ETF)?

David Wood is the Managing Director of Luma Financial Technologies International Business and was recently featured in Wealth Briefing. We’ve included parts of the article below, but for the full story, please click here. What parallels are there between exchange traded funds (ETFs) – particularly those which adopt more specialist garbs – and structured products?…

Technology Driving Structured Product Growth in Latin America

Q&A with Fernando Bambach, Latin America Account Manager at Luma Financial Technologies Luma’s Latin America Account Manager Fernando Bambach established himself with some of the biggest names in the finance industry from the outset of his career, and has been watching the ups, downs, and trends that go along with it. When he joined Luma…

Nassau Financial Group Podcast: Using Technology to Accelerate the Advisor Journey

Luma’s Founder and CEO, Tim Bonacci, met with Paul Tyler and Laura Haber on the Nassau Financial Group podcast to discuss how technology is helping the advisor universe to better serve their clients, as well as Luma’s evolution into a market leading financial technology platform on a global scale.  Tim recalls his own experience in the financial…

Conversations with CANNEX Financial Exchanges: Q&A Series

We are delighted to be part of the Conversations with Cannex Financial Exchanges video series where we discuss how technology empowers financial professionals to better understand, configure and transact annuity solutions that are tailored to their clients’ individual objectives. Using Technology to Understand and Configure Annuities Luma Financial Technologies’ Jay Charles on annuity financial technology and how…