Luma Can Help You with Your Annuity Business Challenges
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Luma is the world's top platform for comparing, configuring and tracking annuity solutions. Compare rates, riders and product features to make the most informed recommendations with your clients' best interests in mind.
Your Challenge = Luma’s Solution
Challenge:
Advisors need to pivot to a separate order entry system after determining the appropriate product.
Solution:
Luma’s fully integrated order-entry system removes this dependency and provides advisors with a seamless, paperless transaction experience.
Challenge:
Advisors have narrowed down their annuity selection and need to efficiently evaluate their products.
Solution:
Luma’s comparison tool helps advisors quickly compare projected growth and income on three products while having the ability to make simple adjustments.
Challenge:
Advisors want to determine the optimal allocation between index strategies for a particular product.
Solution:
Luma’s efficient frontier can plot different combinations and ideas based on historical annual returns and annual volatility averages to identify desired projected outcomes and then view applicable indices.
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