Luma Financial Technologies

The choice is simple: Disjointed and manual, or streamlined and efficient. Luma makes the transition seamless to simplify complex investment management, giving you time back to focus on what matters most, delivering superior client service! Learn more:?https://lumafintech.com/

Luma is proud to back as an Associate Sponsor of the SRP Europe Conference on March 18th! As leaders in structured product technology, we’re thrilled to have David Wood, Managing Director of International Business, and Gabriel Stoll, CFA, CAIA representing Luma at this year’s event. Be sure to catch David on the panel discussion “Technology and Distribution”. As the structured product industry evolves, embracing technology-driven solutions is more important than ever. We look forward to engaging in this conversation and sharing how Luma continues to empower financial professionals worldwide.

Earlier this week, Luma was proud to participate in LIMRA’s Distribution and Marketing Conference, where our own Jay Charles joined a panel discussion on “Revolutionizing the Annuity Industry: Harnessing Data Analytics and Experience.” The discussion highlighted how distributors, financial professionals, and issuers are leveraging technology and data to enhance efficiency in the annuity market. A big thank you to LIMRA for bringing the industry together to advance these important conversations!

The BISA 2025 Annual Convention starts today, and Luma is excited to be back! Join us at booth 513 to explore how our innovative technology is simplifying insurance solutions, and structured products for financial professionals." Jay Charles, Donald Pogan, Steven Acosta, Jason Mummau

Luma is happy to announce our newest partnership with Ensight?! This integration delivers a fully connected, digital-first experience for financial professionals—unifying annuity, life, and LTC quoting in one place. Learn more here: https://lnkd.in/gx87CPJJ

We’re excited to welcome our newest banking partners as we continue expanding into the bank segment of the financial services market. The need for a centralized, efficient solution for annuity sales has never been greater, and we’re proud to provide a solution that simplifies and accelerates the process. We look forward to supporting our new partners and driving continued success together! https://lumafintech.com/

How is Luma empowering the industry to grow and deliver better client outcomes? - Disjointed Processes and Manual Bottlenecks → Streamlined workflows and operations - Limited Transparency → Consolidated, objective data and transparent pricing - Manual Investment Research → Centralized marketplace with on-demand analytics - Limited investment Access → Seamless expansion of investment offerings Discover the impact of how Luma simplifies complexities and unlocks new investment opportunities. https://lumafintech.com/

The BISA 2025 Annual Convention is just over a week away and Luma is thrilled to return as an exhibitor! Visit us at booth 513 to experience our trusted, transparent technology that empowers financial advisors in managing insurance solutions and structured products. Discover how our award-winning technology streamlines these investments with unparalleled efficiency and clarity.

Managing annuities doesn’t have to be complex. At Luma, we understand the hurdles advisors face and our technology-based solutions make annuity management simple and efficient: - Access all carrier product training, marketing materials, and educational resources in one place. - Create and save customized product views for similar client scenarios. - Use our compare tool to evaluate multiple products instantly and adjust with efficient frontier for optimal results. - Oversee your entire in-force business with Lifecycle Manager for greater control and prospecting insights. Luma is the industry leader in annuity solutions. See how we can simplify your workflow today! https://lnkd.in/dir4qyf

At Luma, we’re always evolving to ensure advisors have intuitive and efficient technology at their fingertips. Our continued enhancements are designed to streamline analysis and optimize decision making, so you can focus on what matters. Read firsthand how Luma is providing meaningful impact for advisors worldwide. Learn more: https://lumafintech.com/