Announcements

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...

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...

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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...

Luma Selects CANNEX to Enhance Annuity Offering

CANNEX Pricing and Analytic Features Provide Luma Users with Unmatched Annuity Transparency Cincinnati, OH, April 14, 2021 – Luma Financial Technologies (“Luma”), an independent, multi-issuer structured products and annuities platform, announced today that they have selected CANNEX as their latest partner to facilitate the efficient and accurate exchange of pricing and analytics for annuity...

Leading US structured products fintech Luma expands European presence with senior hire

April 6, 2021 – Luma Financial Technologies (“Luma”), the largest independent, multi-issuer structured products platform in the US, is expanding its...

Luma Partners with Insurance Technologies to Bring Annuities Solution to Market

Cincinnati, OH, February 23, 2021 – Luma Financial Technologies (“Luma”), an independent, multi-issuer structured products and annuities platform, announced today that they have selected Insurance Technologies, LLC., provider of FireLight®,  a multi-carrier end-to-end insurance and retirement sales platform, as its latest partner to bring their annuities solution, “Luma...