The Ash Brokerage Annuity Hub, powered by Luma Technologies, makes it easier for you to select and position an annuity with your clients. Through custom filters and comparison tools, you'll know exactly which combination of product, rider and crediting strategy to run in a client-approved illustration — just once — complete with documentation on suitability.
Access a centralized source of accurate, up-to-date data across all annuity types, including FIA, RILA, Fixed, and SPIA/DIA
Get a side-by-side look at annuity products, income riders and crediting strategies, including growth and income projections.
Visualize account value, predicted income and improved allocation options to maximize return at a given level of volatility.
Pre-populate client and product configurations directly into your Firelight electronic application with the click of a button.
Access your Ash Advisor Portal, then click the Annuity Hub tile on the homepage to start configuring product options and see the projections for yourself.
Watch this 30-minute training to learn how to:
- Compare and test annuity product options, rates and riders
- Quote multiple annuity types with centralized rate data
- Configure annuity allocations to find the efficient frontier
- Streamline the application process
- Access pre-approved product marketing material and training
Fewer false starts. Better results. Discover how Luma through Ash can give you a competitive edge for annuity sales.
It’s our job to make sure that everything works — both now and in retirement. Let us show you that whatever the question, whatever the need, Ash Answers.
Some of our most common questions are below. If you have additional questions, please contact the team below or reach out to the Annuity Case Design team.
Access the Ash Advisor Portal. Once logged in, click on the "Annuity Hub" tile on the homepage and a single sign-on will take you into the Luma platform. Once there, you can choose “Product Marketplace” to start comparing products and rates.
Luma Financial Technologies began over 10 years ago with a mission to create a fully customizable, multi-product, multi-issuer, carrier-neutral platform that would take the hassle out of managing complex financial products. Their platform has earned Luma the privilege of partnering with some of the largest financial institutions in the world — helping originate over $25B annually. With their new annuity platform, you can learn, order, configure, and track annuity products in one place.
Luma and Ash Brokerage have a partnership to provide you with the best in annuity technology but are not affiliated.