Luma Financial Technologies and iPipeline Collaborate to Streamline Annuity and Life Insurance Solutions for Financial Advisors and Agents
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The integrated solution from Luma and iPipeline will simplify every stage of the annuity and life insurance process, from education and product comparison to transaction management and lifecycle support. Agents will now be able to access a comprehensive suite of tools, including error-free applications, e-signatures, and customizable configurations, designed to optimize workflow efficiency and enrich the overall client experience.
“Our collaboration with iPipeline underscores our commitment to providing innovative technology that enhances the efficiency and effectiveness of advisors and agents handling annuity and life insurance solutions for their clients,” said
The collaboration provides advisors and agents with access to an extensive selection of standardized carrier products and advanced digital tools, all within a single, intuitive platform. Key features include a unified order entry interface that standardizes products across carriers, streamlined new business processing, and carrier-managed product rules and forms that ensure suitability for both carriers and distributors. These tools have been developed to save agents valuable time, while empowering them to deliver a higher standard of service and foster stronger client relationships.
“We’re excited to integrate with Luma, one of the leaders in the BGA space. This partnership couples the dynamic compliance and order management system of iPipeline’s AFFIRM® with Luma’s award-winning platform to support life insurance and annuities,” said
By combining advanced digital tools within a seamless, all-in-one platform, Luma’s integration with iPipeline will empower advisors and agents to deliver personalized, efficient solutions that are tailored to each client’s needs, enabling superior client outcomes.
For more information about Luma Financial Technologies, please visit https://lumafintech.com.
For more information about iPipeline, please visit ipipeline.com.
About Luma Financial Technologies
Founded in 2018, Luma Financial Technologies ("Luma") has pioneered a cutting-edge fintech software platform that has been adopted by broker/dealer firms, RIA offices, and private banks around the world. By using Luma, institutional and retail investors have a fully customizable, independent, buy-side technology platform that helps financial teams more efficiently learn about, research, purchase, and manage alternative investments as well as annuities.
Luma gives these users the ability to oversee the full, end-to-end process lifecycle by offering a suite of solutions. These include education resources and training materials; creation and pricing of custom structured products; electronic order entry; and post-trade management. By prioritizing transparency and ease of use, Luma is a multi-issuer, multi-wholesaler, and multi-product option that advisors can utilize to best meet their clients' specific portfolio needs.
Headquartered in
About iPipeline
iPipeline is a leading global provider of comprehensive and integrated digital solutions for the life insurance and financial services industries in
Since its establishment in 1995, iPipeline has helped protect more than 51 million people, and today is trusted around the world by more than 100 insurance carriers, and providers, and more than 2,500 broker-dealers, financial institutions, Brokerage General Agencies (BGAs), Independent Marketing Organizations (IMOs), and Managing General Agents (MGAs). Connected to more than 500,000 agents and advisers/advisors, the company collected nearly
For more information, please visit https://ipipeline.com/.
View source version on businesswire.com: https://www.businesswire.com/news/home/20241118897832/en/
Media Contacts
Luma
jcollins@riverinc.com
iPipeline
ivy.gitarts@aspectusgroup.com
Source: Luma Financial Technologies and iPipeline
