A BETTER WAY TO LEARN AND MANAGE 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. Luma’s Learning Hub provides education and selling resources to empower advisors to more efficiently manage and sell structured products.
In addition to the education and training, the Learning Hub also has a downloadable library of client-approved marketing collateral. Some of the collateral includes teller take-ones, fliers, posters, brochures, statement stuffers, and client-approved presentations. All marketing collateral can be ordered directly from Luma. The platform diligently tracks the utilization of each marketing piece that is implemented within your program. This allows for data that represents what’s working effectively, and what isn’t. Advisors can also create and distribute customized powerpoint presentations directly to end clients. In addition to our library of printable materials and documents, we also have interactive videos for visual learners.