Save Time and Process Annuity Applications Faster

Reclaim time. Reduce NIGO rates. Improve the client experience. Learn how with Luma today!
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Accelerate the Sales Process and Create a Better Client Experience

Luma’s fully customizable “one-stop-shop” approach improves productivity, reduces NIGO rates, and provides real-time data and insights to help you drive better client outcomes. After identifying the appropriate products, advisors can effortlessly pivot to Luma’s fully integrated order-entry system. With just a click, pre-populate your firm’s application with all the product details for a smooth paperless transaction experience.

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“Luma’s fully integrated order-entry system provides an invaluable solution that speeds up transactions by offering all our needs in one centralized location.”

Julie Lesicki
Safe Harbor Financial

Discover the Benefits of Electronic Order Entry

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Reduce Work & Save Time

Submit more business with electronic order entry! Fixing NIGO documents is 3-4 times the cost of an error-free digital process. Reduce your NIGOs by 80% or more with Luma’s Electronic Order-Entry.

Create a Better Client Experience

Gain clear visibility into all aspects of the transaction to best support your clients. 85% of consumers expect to do business digitally, and 55% of consumers would choose businesses that offer digital transaction methods.

Accelerate the Sales Process

Spend less time processing and more time selling. Businesses that leverage e-signature and document platforms are 40% more likely to see increased revenue.

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Gain the Edge With

Meet Rising Client Demands

Investors are seeking risk-managed solutions that can provide a more predictable investing experience during periods of heightened uncertainty and volatile markets.

Increase Trust and Confidence

Differentiate yourself from the competition through Luma’s technology and provide a superior client experience.

Boost Your Annuity Business

Review current rates and product information on available annuities to replace the tedious process of gathering insights from multiple carrier channels.

Your All-In-One Alternative Investment Solutions Platform

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