Fintech firm offers annuity selection tool

Luma Financial Technologies, a structured products and annuities platform, has introduced a tool that helps advisers select annuities for their clients.

Called Luma Compare, the tool allows an adviser to compare and select among variable annuities, fixed index annuities and registered index-linked annuities from several providers.

[More: Luma partners with Cannex to offer annuity data tool]

Selecting and offering “appropriate and suitable annuity products while remaining compliant with Reg BI requirements can now be swiftly accomplished,” Keith Burger, the firm’s national sales director for annuities, said in a statement.

[More: ‘Guaranteed income’ preferred over ‘annuities’]

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Andrew is half-human, half-gamer. He’s also a science fiction author writing for BleeBot.

Andrew Vincent
Andrew is half-human, half-gamer. He's also a science fiction author writing for BleeBot.
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