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.
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.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
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Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
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