Products

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...

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...

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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...

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...

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...

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...

Luma Financial Technologies Appoints John R. Charles as Director of Annuity Products

Firm Taps Annuity Specialist to Drive Growth, Distribution as Structured Products Platform Sees Robust Demand Cincinnati, OH, August 4 2020 – Luma Financial...

4 Tips to Successfully Market Structured Products

Because structured products are complex, advisors often have a hard time explaining the unique benefits of these financial vehicles along with the risks they carry. Even the simplest form of structured product – a market-linked CD – can become rather complex. One way to overcome this challenge is through clear, well-written marketing collateral. Marketing...