Luma Financial Technologies and iPipeline Collaborate to Streamline Annuity and Life Insurance Solutions for Financial Advisors and Agents
Luma Financial Technologies and iPipeline Collaborate to Streamline Annuity and Life Insurance Solutions for Financial Advisors and Agents
11/18/24, 2:10 PM
Location
Industry
fintech
finance
Type
partnership
Luma Financial Technologies has announced a collaboration with iPipeline, a leading provider of digital solutions for the life insurance, annuities, and wealth management industries. The collaboration aims to develop a fully integrated solution that streamlines workflows for Brokerage General Agencies (BGAs), Independent Marketing Organizations (IMOs), and broker-dealers, enhancing accuracy and control.
Company Info
Location
425 walnut street, suite 2410
cincinnati, ohio, united states
Additional Info
Luma Financial Technologies provides the leading, independent, multi-issuer platform for structured products and annuities. Luma is an award-winning platform that has been used by broker dealers and their advisors nationwide for nearly a decade to more efficiently source, configure, compare and price structured products and annuities that meet their customer’s specific investment needs. Luma's advisor-centric design, renowned education and training capabilities, fully customizable deployment and complete product lifecycle support help drive the further adoption and growth of the structured products and annuities market.
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