Newsroom

Suitability Made Simple: Luma’s Annuity Compliance Software

Advisors and regulatory leaders want to do what is in the best interest of their clients to help them meet or exceed their financial goals and expectations. While best interest concerns have impacted the entire industry, the annuity category has experienced additional challenges due to the increasing diversity and quantity of these types of financial…

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 the…

Creation Hub: YOUR Competitive Advantage

Recently, our CEO, Tim Bonacci, discussed how record-breaking athletes on the global stage have embraced technology and innovation to scale their performance. There is no question that technology and innovation have become central aspects of driving athletes in their training and preparation, ultimately leading to their success. By embracing technology, athletes are proving to be…

What do Record Breakers and Top Financial Advisors Have in Common?

As we watch athletes compete on the global stage, it’s hard not to be amazed at the record-breaking performances. How is it that year after year, athletes continue to improve upon records that seemed insurmountable just a decade ago? There’s no doubt that arduous training and the science of nutrition play a big part. But…

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 enter…

Luma Financial Technologies adds Dynamic Capital Group to platform

27 July, 2021 – Luma Financial Technologies, an independent, multi-issuer structured products and annuities platform, has today announced that structured product issuer Dynamic Capital Group AG has selected to join the platform. Dynamic Capital Group is a specialist issuer of Structured Products, especially Actively Managed Certificates (AMC’s), Tracking Certificates and Credit Linked Notes (CLN’s), providing access…

Luma Financial Technologies Continues Substantial Growth with Appointment of Ron Bezoza as Head of Investment Solutions

Former Morgan Stanley & Goldman Sachs Veteran Will Lead Luma’s Business Development Efforts in the SMA Market Cincinnati, OH, July 20, 2021 – Luma Financial Technologies (“Luma”), the world’s top independent and most objective, multi-issuer structured products and annuities platform, announced today that Ron Bezoza has joined the company as Managing Director, Head of Investment…

Luma Financial Technologies signs Finanzlab to platform

This story is available in both French and German. 30 June, 2021 – Luma Financial Technologies, an independent, multi-issuer structured products and annuities platform, announced today that leading specialist structured product firm Finanzlab has selected to join the platform. The move will enable Finanzlab, which specialises in the design, selection and brokerage of custom structured…

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 location, and in-turn helping…

Luma Appoints Annuity Industry Leader Keith Burger as Director of National Sales

Former AIG National Sales Manager Brings Over Two Decades of Experience in Annuity Distribution  Cincinnati, OH, June 15 2021 – Luma Financial Technologies (“Luma”), an independent, market leading multi-issuer structured products and annuities platform, announced today that annuity industry veteran, Keith Burger, has joined the company as National Sales Director for Annuities. Mr. Burger will…