We would love to hear from you. Click on the ‘Contact Us’ link to the right and choose your favorite way to reach-out!

wscdsdc

media/speaking contact

Jamie Johnson

business contact

Victoria Peterson

Contact Us

855.ask.wink

Close [x]
pattern

Industry News

Categories

  • Industry Articles (21,155)
  • Industry Conferences (2)
  • Industry Job Openings (35)
  • Moore on the Market (414)
  • Negative Media (144)
  • Positive Media (73)
  • Sheryl's Articles (800)
  • Wink's Articles (353)
  • Wink's Inside Story (274)
  • Wink's Press Releases (123)
  • Blog Archives

  • March 2024
  • February 2024
  • January 2024
  • December 2023
  • November 2023
  • October 2023
  • September 2023
  • August 2023
  • July 2023
  • June 2023
  • May 2023
  • April 2023
  • March 2023
  • February 2023
  • January 2023
  • December 2022
  • November 2022
  • October 2022
  • September 2022
  • August 2022
  • July 2022
  • June 2022
  • May 2022
  • April 2022
  • March 2022
  • February 2022
  • January 2022
  • December 2021
  • November 2021
  • October 2021
  • September 2021
  • August 2021
  • July 2021
  • June 2021
  • May 2021
  • April 2021
  • March 2021
  • February 2021
  • January 2021
  • December 2020
  • November 2020
  • October 2020
  • September 2020
  • August 2020
  • July 2020
  • June 2020
  • May 2020
  • April 2020
  • March 2020
  • February 2020
  • January 2020
  • December 2019
  • November 2019
  • October 2019
  • September 2019
  • August 2019
  • July 2019
  • June 2019
  • May 2019
  • April 2019
  • March 2019
  • February 2019
  • January 2019
  • December 2018
  • November 2018
  • October 2018
  • September 2018
  • August 2018
  • July 2018
  • June 2018
  • May 2018
  • April 2018
  • March 2018
  • February 2018
  • January 2018
  • December 2017
  • November 2017
  • October 2017
  • September 2017
  • August 2017
  • July 2017
  • June 2017
  • May 2017
  • April 2017
  • March 2017
  • February 2017
  • January 2017
  • December 2016
  • November 2016
  • October 2016
  • September 2016
  • August 2016
  • July 2016
  • June 2016
  • May 2016
  • April 2016
  • March 2016
  • February 2016
  • January 2016
  • December 2015
  • November 2015
  • October 2015
  • September 2015
  • August 2015
  • July 2015
  • June 2015
  • May 2015
  • April 2015
  • March 2015
  • February 2015
  • January 2015
  • December 2014
  • November 2014
  • October 2014
  • September 2014
  • August 2014
  • July 2014
  • June 2014
  • May 2014
  • April 2014
  • March 2014
  • February 2014
  • January 2014
  • December 2013
  • November 2013
  • October 2013
  • September 2013
  • August 2013
  • July 2013
  • June 2013
  • May 2013
  • April 2013
  • March 2013
  • February 2013
  • January 2013
  • December 2012
  • November 2012
  • October 2012
  • September 2012
  • August 2012
  • July 2012
  • June 2012
  • May 2012
  • April 2012
  • March 2012
  • February 2012
  • January 2012
  • December 2011
  • November 2011
  • October 2011
  • September 2011
  • August 2011
  • July 2011
  • June 2011
  • May 2011
  • April 2011
  • March 2011
  • February 2011
  • January 2011
  • December 2010
  • November 2010
  • October 2010
  • September 2010
  • August 2010
  • July 2010
  • June 2010
  • May 2010
  • April 2010
  • March 2010
  • February 2010
  • January 2010
  • December 2009
  • November 2009
  • October 2009
  • August 2009
  • June 2009
  • May 2009
  • April 2009
  • March 2009
  • November 2008
  • September 2008
  • May 2008
  • February 2008
  • August 2006
  • Luma Financial Technologies Introduces Unique Replacement Analysis for Annuity Products via New “Luma Compare” Feature

    December 14, 2021 by Luma Financial Technologies

    CINCINNATI, OH / ACCESSWIRE / December 8, 2021 / Luma Financial Technologies (“Luma”), the world’s top independent and most objective, multi-issuer structured products and annuities platform, is pleased to announce annuity replacement analysis within their state-of-the-art comparison tool, “Luma Compare”.

    This new feature supplies advanced analytics for financial advisors to compare a client’s existing annuity product features, fees and values to a proposed annuity product replacement, including 1035 exchanges, using a more personalized approach. This includes analysis that takes current and future market scenarios into consideration, as well as tailored breakdowns specific to an individual’s current income and death benefits available to them in their existing product.

    “In order for an advisor to determine the most suitable annuity product for their individual clients, it is essential to look beyond the headline features and fees of a product and drill down deeper into the analytics and specific client benefits,” said Keith Burger, Head of Distribution at Luma Financial Technologies. “Important information that was often overlooked and hard to identify is now seamlessly available on our platform for advisors to efficiently and confidently conduct replacement analysis that accurately provides them with a full picture, and compliance documentation, of the most suitable solutions that fit their clients individual risk profiles.”

    The new replacement analysis for annuity products can also be customized based on a firm’s suitability criteria, further ensuring compliance standards. Through historical data and future projections, Luma Compare offers advisors consistent, simple, and customized solutions with a higher level of accuracy.

    The Luma platform, which supports some of the world’s largest wealth management firms as clients, originated to serve the structured product marketplace in 2018 and quickly gained the largest market share of structured product transaction volume in the U.S. In February 2021, Luma made the leap into the annuities market and has since been leading the charge on revolutionizing the space through their advanced comparison features.

    “Our platform is helping to significantly provide better transparency and education for advisors, and in turn, better ensure favorable results for their clients,” said Tim Bonacci, CEO & President of Luma Financial Technologies. “We expect that the personalized comparison functionality we now feature on the annuities side of the platform will have a transformational impact on the industry as a whole. Advisors can now rest assured that the annuity products they recommend can help clients achieve the most fitting and suitable solutions for their individual portfolio objectives. This is paramount to helping advisors reach a new level of value-add and to stand out in what has become a crowded profession.”

    For more information on Luma’s pioneering comparison feature, visit the replacement analysis page on Luma’s website.

    View the Luma Compare: Annuity Replacement Analysis video here.

    About Luma Financial Technologies

    Luma Financial Technologies is the creator of Luma, a fully customizable, independent, buy-side technology platform that helps financial teams more efficiently learn, create, order, and manage market-linked investments such as structured products, structured annuities and more.

    Launched in 2011, Luma is one of the largest and longest-tenured structured product platforms in the U.S. market and is used by broker/dealer firms, RIA offices and private banks to automate and optimize the full process cycle for offering and transacting in market-linked investments. This includes education and certification; creation and pricing of custom structures; order entry; and post-trade actions. Luma is multi-issuer, multi-wholesaler and multi-product, thus providing teams with an extensive breadth of market-linked investments to best meet clients’ specific portfolio needs.

    Headquartered in Cincinnati, OH, Luma also has offices in New York, NY, Zurich, Switzerland, and Chile. For more information, please visit Luma’s website, or follow us on LinkedIn and Twitter.

    Media Contact
    Joe Collins
    River Communications
    914-686-5599
    jcollins@riverinc.com

    SOURCE: Luma Financial Technologies

    Originally Posted at Access Wire on December 8, 2021 by Luma Financial Technologies.

    Categories: Industry Articles
    currency