Discover Luma: A Trusted Platform for Managing Annuities
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Centralize your annuity workflow.
Your secret weapon to manage and sell annuities is here. The all-in-one Annutiy Hub, powered by Luma Financial Technologies, launched on your Ash portal in July.
The Annuity Hub makes it easy to position an annuity with your client. Through tailored risk tolerance, side-by-side comparisons and supporting marketing materials, you’ll know that your product choice is suitable and be able to recommend with confidence.
Attend this valuable training to learn how to:
- Compare and test annuity product options and riders
- Quote multiple annuity types with centralized rate data
- Streamline the application process
- Complete required carrier NAIC training
- Access pre-approved product market material
Fewer false starts. Better results. Discover how Luma through Ash can give you a competitive edge for annuity sales.
Megan Easton delivers educational campaigns, marketing material and ideas that you can put directly into practice with your clients. Prior to joining Ash, she was responsible for helping grow annuity sales by creating and implementing a complete training platform. She has a passion for connecting the needs of clients, advisors and distributors, to educate on the importance of retirement income.
Jay Charles leads strategic initiatives to expand Luma’s annuity distribution. With a career spanning commercial banking, operational analysis, client services and marketing strategy, Jay understands the challenges of today’s financial industry. In his current role, Jay is driven by simplifying the way advisors transact annuities.