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 (21,468)
  • Industry Conferences (2)
  • Industry Job Openings (35)
  • Moore on the Market (438)
  • Negative Media (144)
  • Positive Media (73)
  • Sheryl's Articles (810)
  • Wink's Articles (359)
  • Wink's Inside Story (276)
  • Wink's Press Releases (125)
  • Blog Archives

  • June 2024
  • May 2024
  • April 2024
  • 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
  • LIBRA Insurance Partners Announces Partnership with Luma Financial Technologies to Enhance Annuity Distribution Experience

    June 6, 2024 by LIBRA Insurance Partners

    BALTIMOREJune 6, 2024 /PRNewswire/ — LIBRA Insurance Partners, the largest independently owned life insurance marketing organization (IMO) in the U.S., is proud to announce a partnership with Luma Financial Technologies (“Luma”). Luma’s award-winning technology provides cutting-edge annuity solutions, and this collaboration equips LIBRA’s partner firms with the tools needed to meet the increasing demand for modern annuity offerings. 

    Luma’s annuity platform, known for its end-to-end annuity solutions capabilities, will be accessible to LIBRA’s partner firms beginning June 12, 2024. This partnership democratizes advanced technology traditionally reserved for the largest brokerage houses, further expanding Luma’s reach within independent insurance distribution networks.

    “Our partnership with Luma will allow LIBRA partner firms to tap into one of the most dynamic platforms in market that is known for meeting the needs of financial advisors, independent agents, benefits brokers and more who seek to satisfy the ever-growing demand for modern annuity solutions,” said Jon Jacobs, Senior Vice President of Business Development at LIBRA. “We’re excited to offer our partners access to Luma and are confident this will enhance their ability to provide exceptional service with great accuracy and regulatory compliance.”

    LIBRA’s partner firms will benefit from Luma’s industry-leading tools that include product-centric learning features, a comprehensive annuity product marketplace, product comparison functionality, predictive analytics and carrier illustrations, seamless order entry, and entire lifecycle management capabilities. This collaboration will drive best-in-class solutions to advisors and their clients, reinforcing LIBRA’s mission to bring innovation and value to its partners.

    Jay Charles, Director of Annuity Products at Luma Financial Technologies, expressed his enthusiasm for the partnership, stating, “We’re thrilled to bring Luma’s seamless annuity experience to LIBRA partner firms, providing best-in-class tools so they can serve their clients personalized annuity needs at the highest of levels. As demand for modern annuity solutions continues to increase, a digitized environment that increases transparency and objectivity is paramount for success. We look forward to supporting LIBRA’s partner firms in delivering superior service and effective solutions to their clients.”

    LIBRA selected Luma for its commitment to supporting the independent insurance distribution network. This alignment with LIBRA’s core mission emphasizes the importance of innovation and value in the ever-evolving financial landscape.

    “This partnership marks another step in LIBRA’s dedication to driving value for our partners who are leading in independent insurance distribution,” said William (Bill) Shelow, CLU®, ChFC®, CPCU®, LLIF, President and CEO of LIBRA. “We continue to take a proactive stance on new technology to deliver unparalleled service and compliance solutions.”

    With a mission to be the preeminent marketing organization in the country, LIBRA Insurance Partners offers agency partners greater operating efficiencies, enhanced technological capabilities, and an expanded lineup of affiliated carriers and reinsurers. Specifically, LIBRA is focused on adding value to its partners and driving quality business to its carriers, guided by three strategic pillars:  

    • Differentiate resources and experiences for our partner agencies:  
      • Proprietary processing tools and platforms for quick quotes and informals  
      • Exclusive access to a dedicated medical director   
      • Proprietary product analysis, white papers, and benchmarking tools   
      • Invitations to exclusive training resources and events   
      • Best practices and idea sharing at all meetings  
    • Deliver proprietary programs, processes, and products to differentiate our partners:  
      • Partner-owned and producer-accessible reinsurance company (RGA)  
    • Exclusive facultative underwriting program with RGA Create uniquely aligned, strategic relationships with carriers  
      • Carrier SLA/Throughput tool  
      • Exclusive compensation programs   

    For more information, visit www.LIBRAIP.com.  

    About LIBRA Insurance Partners (LIBRA)   

    LIBRA Insurance Partners is an insurance marketing organization dedicated to serving independent insurance producers, brokers, and financial institutions. Formerly known as LifeMark Partners and BRAMCO Financial Resources, and through the merger with Insurance Designers of America (IDA) in 2022, the firm exists to leverage strategic relationships, expertise, and innovation to expand life insurance distribution for the benefit of all stakeholders. LIBRA Insurance Partners is dedicated to the ongoing development and enhancement of resources to differentiate partner agencies from the competition. Its firms benefit from robust proprietary service offerings, unparalleled partnership, product expertise, and access to industry-leading technologies and tools, including expansive underwriting support resources. To learn more about becoming a LIBRA partner firm, visit  www.LIBRAInsurancePartners.com or call (410) 837-3022.  

    About Luma Financial Technologies   

    Founded in 2018, Luma Financial Technologies (“Luma”) has pioneered a cutting-edge fintech software platform that has been adopted by broker/dealer firms, RIA offices, and private banks around the world. By using Luma, institutional and retail investors have a fully customizable, independent, buy-side technology platform that helps financial teams more efficiently research, purchase, and manage alternative investments as well as annuities.

    Luma gives these users the ability to oversee the full, end-to-end process lifecycle by offering a suite of solutions. These include education resources and training materials; creation and pricing of custom structured products; electronic order entry; and post-trade management. By prioritizing transparency and ease of use, Luma is a multi-issuer, multi-wholesaler, and multi-product option that advisors can utilize to best meet their clients’ specific portfolio needs. Headquartered in Cincinnati, OH, Luma also has offices in New York, NY, Zurich, Switzerland, and Miami, FL. For more information, please visit Luma’s website or follow us on LinkedIn.  

    MEDIA CONTACT   

    AdvisorPR   

    702-685-7450 

    PR@AdvisorPR.com   

    SOURCE LIBRA Insurance Partners

    Originally Posted at PR Newswire on June 6, 2024 by LIBRA Insurance Partners.

    Categories: Industry Articles
    currency