Gain the Edge With Luma’s Annuity Ecosystem
Unlock an end-to-end experience from suitability analysis through ongoing servicing all in one place.
Meet Rising Demands for Annuities
Investors are seeking risk-managed solutions that can provide a more predictable investing experience during periods of heightened uncertainty and volatility.
Luma helps firms stand out with technology that drive better advice and stronger outcomes. Our technology helps advisors deliver transparent, data-backed guidance clients can trust.
A More Complete Annuity Transaction Experience
- Gain access to annuities through Luma’s carrier-neutral platform
- All product education and training located in one spot
- Compare rates, riders, and product features to make the most informed decisions for your clients
- Eliminates disjointed processes and manual checks & balances to streamline the sales process
- Ensure products are chosen with clients’ best interests in mind
- Remove manual tracking and identify opportunities across in-force business, including turning surrender activity into more scalable growth.
Your End-to-End Annuity Solutions Platform
Learn
- 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
Track
- 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
Remove the Challenge of Product Discovery
Luma Compare empowers advisors to instantly compare and test different annuity products including VA, FIA & RILA, ensuring they are offering the most suitable solution to their client.
Configuration Made Simple
The Annuity Product Configuration feature allows advisors to tailor product features and options to ensure the product best meets the needs of their clients.
Once features and options are selected, the advisor can use Luma’s proprietary predictive analytics to better understand how a product may perform for their client.
Streamline Post-Sale Annuity Management
The annuity journey doesn’t end at point of sale. With Luma’s Lifecycle Manager, advisors can manage their in-force book with greater visibility, faster servicing, and automated policy alerts, all in one centralized tool.
Use it as a standalone tool or scale into Luma’s full platform to unlock an end-to-end experience from learning to servicing.
Transform Your Annuity Business with Luma's Award-Winning Technology
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