Luma Financial Technologies的动态

Very excited about this announcement and the expansion of our business.?Adding Life Insurance to the Luma platform will transform the way Financial Advisors conduct business today.?As the first to unify life insurance and annuities, Luma offers advisors a complete, integrated solution for managing these products side-by-side. By centralizing key functions—from educational resources to lifecycle management—Luma empowers advisors to serve their clients with greater efficiency, transparency, and confidence.?Luma Financial Technologies

If you’re a business owner, consider investing in key person life insurance. This type of coverage can help you with the financial hardship of losing a top employee.

Investing wisely goes beyond just buying a life insurance policy as a financial instrument. Understanding your policy ensures it complements your other investments and protects you and your family’s financial future. This National Insurance Awareness Day, #UnboxYourPolicy initiative is a reminder that it's of utmost importance to understand your life insurance policy. I encourage all policyholders to read their policy documents thoroughly. By delving into the specifics of your life insurance policy, you can make informed decisions that align with your financial goals. Let’s commit to awareness and transparency for a more secure future.

Life insurance carries customers through the spectrum of life. Insurers need a solution that navigates the comprehensive journey from submission to claims and everything in between. Sapiens Solutions for Life & Annuities can help. Learn more: https://spns.pub/3xJm9Mq #lifeinsurance

What plan do you have in place to replace an employee that is fundamental to your business?

Enhancing financial inclusion in deposit products with micro life insurance, from Wysh CEO Alexander Matjanec

Maximize Your Financial Security with Multiple Life Insurance Policies In today's dynamic financial landscape, relying on a single life insurance policy might not provide the comprehensive protection you need. Here’s why considering multiple policies could be a strategic move: 1?? Customized Coverage - Different policies can be designed to address specific needs—whether it’s income replacement, debt coverage, or estate planning. 2?? Layered Benefits - Combining term and whole life insurance allows for both short-term and long-term protection, aligning with your evolving life stages and financial goals. 3?? Cost Efficiency - By strategically selecting multiple policies, you can manage premiums effectively while enhancing overall coverage. Comment or message me so I can help you tailor a solution that fits your personal and professional needs. Protect your future with a well-structured insurance strategy! ?? Video made with the help of CapCut #lifeinsurance #financialplanning #moneymindset

Reimagine the life insurance customer journey for a competitive advantage with human-centered design. Insurers can differentiate themselves though customer-centricity. Learn more: https://spns.pub/3uwc1Wg #lifeinsurance #customerfirst

Did you know? September is Life Insurance Awareness Month! Life insurance plays a critical role in providing families peace of mind, especially during life’s unforeseen circumstances. As advisors, it's our responsibility to ensure organizations are offering life insurance to their employees in a way that truly safeguards their financial security. At Borislow, we'll help navigate life insurance offerings to provide comprehensive, tailored solutions that meet the needs of your workforce. This September, let’s make sure that your employees have the coverage and security they deserve. #LifeInsuranceAwarenessMonth #LIAM2024 #FinancialSecurity #InsuranceMatters #ProtectWhatMatters #BorislowInsurance

?? Life Insurance is more than just protection; it’s a powerful tool to diversify your financial assets. As we celebrate Life Insurance Awareness Month, now is the perfect time to secure your future and build a solid foundation for wealth. ???? At Apex Wealth, we’re here to help you integrate life insurance into a robust financial strategy. Let’s start planning today. #LifeInsuranceAwareness #WealthManagement #ApexWealth #FinancialFreedom