Luma and its platform will now combine RetireOne’s fiduciary market of commission-free annuity and insurance coverage options. It can additionally present non-insurance licensed RIAs with a clean and handy expertise in managing annuity choices for his or her prospects.
The collaboration between Luma and RetireOne will prioritise RIAs by merging Luma’s annuity product analysis instruments with accessibility to quite a few advisory options that RetireOne gives.
As well as, Luma’s customisable platform has a number of assets permitting RIAs and fee-based advisers the possibility to supply purchasers entry to appropriate options as a part of their portfolios.
Because the annuity sector continues to develop, RIAs and fee-based advisors have a possibility to reassess their very own methods and cater their approaches to higher serve purchasers’ evolving wants.
“We’re thrilled to be rising annuity entry on our platform to non-insurance licensed RIAs and fee-based advisors in search of insurance coverage options to their purchasers,” mentioned Brady Beals, director of funding options at Luma Monetary Applied sciences. “There continues to be sturdy RIA demand for annuities and it’s our mission to proceed rising availability and transparency of those merchandise so monetary professionals are finest outfitted to serve their purchasers’ insurance coverage resolution wants.”
“Incorporating our options with Luma’s simplified product evaluation instruments grants a wider pool of RIAs the management to simply have interaction with annuities, and analysis particular merchandise that match the distinctive wants of their purchasers,” acknowledged RetireOne president Ed Mercier. “We share a standard worth of transparency with Luma, and we’re desperate to proceed offering RIAs and fee-based advisors with options they will belief and depend on.”
Entry essentially the most complete Firm Profiles
available on the market, powered by GlobalData. Save hours of analysis. Achieve aggressive edge.
Firm Profile – free
Your obtain e-mail will arrive shortly
We’re assured concerning the
high quality of our Firm Profiles. Nonetheless, we would like you to take advantage of
determination for your corporation, so we provide a free pattern that you could obtain by
submitting the beneath kind