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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…

Could Structured Products Become The New Exchange Traded Fund (ETF)?

David Wood is the Managing Director of Luma Financial Technologies International Business and was recently featured in Wealth Briefing. We’ve included parts of the article below, but for the full story, please click here. What parallels are there between exchange traded funds (ETFs) – particularly those which adopt more specialist garbs – and structured products?…

Technology Driving Structured Product Growth in Latin America

Q&A with Fernando Bambach, Latin America Account Manager at Luma Financial Technologies Luma’s Latin America Account Manager Fernando Bambach established himself with some of the biggest names in the finance industry from the outset of his career, and has been watching the ups, downs, and trends that go along with it. When he joined Luma…

Nassau Financial Group Podcast: Using Technology to Accelerate the Advisor Journey

Luma’s Founder and CEO, Tim Bonacci, met with Paul Tyler and Laura Haber on the Nassau Financial Group podcast to discuss how technology is helping the advisor universe to better serve their clients, as well as Luma’s evolution into a market leading financial technology platform on a global scale.  Tim recalls his own experience in the financial…

Conversations with CANNEX Financial Exchanges: Q&A Series

We are delighted to be part of the Conversations with Cannex Financial Exchanges video series where we discuss how technology empowers financial professionals to better understand, configure and transact annuity solutions that are tailored to their clients’ individual objectives. Using Technology to Understand and Configure Annuities Luma Financial Technologies’ Jay Charles on annuity financial technology and how…

Luma Selects CANNEX to Enhance Annuity Offering

CANNEX Pricing and Analytic Features Provide Luma Users with Unmatched Annuity Transparency Cincinnati, OH, April 14, 2021 – Luma Financial Technologies (“Luma”), an independent, multi-issuer structured products and annuities platform, announced today that they have selected CANNEX as their latest partner to facilitate the efficient and accurate exchange of pricing and analytics for annuity products…

Leading US structured products fintech Luma expands European presence with senior hire

April 6, 2021 – Luma Financial Technologies (“Luma”), the largest independent, multi-issuer structured products platform in the US, is expanding its presence in Europe with the hire of Konstantinos Pampoukidis from Leonteq Securities. Konstantinos joins Luma’s business development team in Zurich, where the platform recently opened its first European office. He will report directly to…

Luma Partners with Insurance Technologies to Bring Annuities Solution to Market

Cincinnati, OH, February 23, 2021 – Luma Financial Technologies (“Luma”), an independent, multi-issuer structured products and annuities platform, announced today that they have selected Insurance Technologies, LLC., provider of FireLight®,  a multi-carrier end-to-end insurance and retirement sales platform, as its latest partner to bring their annuities solution, “Luma Annuities,” to market. The Luma platform, which…

Luma Financial Technologies Signs Credicorp Capital

Top Structured Product and Annuities Platform Continues to Expand Its Presence in Latin America Cincinnati, OH, February 16, 2021 – Luma Financial Technologies (“Luma”), an independent, multi-issuer structured products and annuities platform, announced today that Credicorp Capital, a leading financial firm located throughout Latin America with a strong presence in Peru, Chile, Colombia, and The…

Leading US Structured Products Fintech Luma Expands into Europe with Swiss Office

January 12, 2021 – Luma Financial Technologies (“Luma”), the largest independent, multi-issuer structured products platform in the US, is launching into the European market with the opening of an office in Switzerland. Luma, which is backed by three of the world’s largest banks, has opened an office in Zurich to offer more wealth managers and private…

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