Suitability Made Simple: Luma’s Annuity Compliance Software
Advisors and regulatory leaders want to do what is in the best interest of their clients to help them meet or exceed their financial goals and expectations. While best interest concerns have impacted the entire industry, the annuity category has experienced additional challenges due to the increasing diversity and quantity of these types of financial…
Luma Financial Technologies Introduces Latest Annuity Feature: Luma Compare
Luma’s completely objective platform now offers advisors an advanced tool to provide instant price discovery and test of a diverse range of annuity products for client use Cincinnati, OH, August 31, 2021 – Luma Financial Technologies (“Luma”), the world’s top independent and most objective, multi-issuer structured products and annuities platform, is pleased to announce...
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Creation Hub: YOUR Competitive Advantage
Recently, our CEO, Tim Bonacci, discussed how record-breaking athletes on the global stage have embraced technology and innovation to scale their performance. There is no question that technology and innovation have become central aspects of driving athletes in their training and preparation, ultimately leading to their success. By embracing technology, athletes are proving to...
What do Record Breakers and Top Financial Advisors Have in Common?
As we watch athletes compete on the global stage, it’s hard not to be amazed at the record-breaking performances. How is it that year after year, athletes...
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...
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...
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...
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...
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...
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...
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...
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...