Make Transacting Annuities Simple
Luma’s annuity technology platform removes industry challenges that financial professionals face when trying to offer annuities for their clients.
Gain access to top-quality training on annuity product sets
Compare rates, riders, and product features to make the most informed decisions for your clients
Eliminate disjointed processes and manual checks and balances to streamline the sales process
Get access to all annuity product types through Luma’s carrier-neutral platform
Ensure products are chosen with clients’ best interests in mind
Get a Customized, Carrier-Neutral Platform
Luma’s annuity technology platform offers seamless transacting of every annuity product on the market–and is fully customizable to meet your needs.
Comprehensive Product Marketplace that features entire annuity shelf
Seamless digital order entry through preferred partners or directly through Luma
Lifecycle Manager to track and monitor product performanceGet a Personalized Walk-Through
Learn, Order, Configure, and Track Annuities in One Place
Use Luma to learn, order, configure, and track annuity products in one place. So you can present the best, most secure product solutions to clients.
Engaging educational content
NAIC carrier product training
Carrier marketing materials to help advisors explain the benefits of annuities
ORDER & CONFIGURE
Extensive data across entire annuity shelf, including rates, riders, and product profiles
Configurable product features and options
Predictive analytics and carrier illustrations
Seamless order entry system
Client-level performance reports
Email and text alerts for important client and product milestones
Integration of new and existing annuity business for single-source tracking
Expand Your Book of Business
GET A PERSONALIZED WALK-THROUGH
We’ll discuss your goals and how Luma can solve your challenges.
CUSTOMIZE LUMA FOR YOUR FIRM
Modify the system to integrate into your workflows, compliance requirements, and unique needs.
EXPAND YOUR ANNUITY SERVICES AND BOOK OF BUSINESS
Access products across all carriers, configure annuity products, and track post-sale performance in one place.
Luma Financial Technologies began over 10 years ago with a mission to create a fully customizable, multi-product, multi-issuer, carrier-neutral platform that would take the hassle out of managing complex financial products and give advisors smart solutions that they could believe in. Our award-winning platform and our people have earned Luma the privilege of partnering with some of the largest financial institutions in the world—helping them originate over $25B annually, and helping Luma become the unquestioned global leader in financial technology for structured products.
While Luma has expanded into the annuity category and opened offices in Latin America and Europe, we remain true to our mission of transparency, objectivity, and integrity delivered through a comprehensive, company-agnostic platform, clear pricing structures, and customizable solutions. We are leading a global movement to bring bank leaders and advisors smart solutions that they can believe in.
Get a Personalized Walk-Through
Get in touch with an Annuity Platform Specialist to discuss how you can expand your annuity services and book of business with fintech.