Take Control of Your Annuity Book of Business
Lifecycle Manager gives your firm real-time visibility, automated alerts, and smarter servicing tools, all without overhauling your existing systems.
Annuity Servicing and Exchange Visibility Without Adding New Systems
With nearly $2 trillion in annuity contracts now beginning to exit their surrender periods, we’re entering an era of unprecedented ‘money in motion.’ This creates new opportunities to retain assets and generate revenue without relying solely on net-new client acquisition.
Luma’s Lifecycle Manager extends visibility into in-force annuity business. By activating this add-on, Luma clients turn surrender-expiration events into a scalable growth engine. It:
From Disjointed Processes and Technology to a Scalable Revenue Engine
Whether expanding your use of Luma or modernizing annuity servicing, transform operational efficiency into measurable growth without disrupting your existing infrastructure.
Unlock Revenue Across Your In-Force Book
Convert policy visibility into faster production and higher advisor output.
Capture Time-Sensitive Revenue Events
Act immediately on lifecycle triggers to win exchanges and retain assets.
Drive Growth With Leaner Operations
Increase production while reducing manual servicing and back-office costs.
Built to Work Together. Designed to Drive Growth.
Lifecycle Manager connects directly with Luma’s education, marketplace, quoting, and order entry capabilities, creating a unified annuity and life insurance workflow from first conversation through ongoing servicing.
The result is faster execution, clearer oversight, and scalable revenue growth without fragmented systems.
See It in Action
Let us show you how Lifecycle Manager can simplify your book management, reduce operational drag, and support your insurance business.
