Luma and its platform will now combine RetireOne’s fiduciary market of commission-free annuity and insurance coverage options. It’s going to additionally present non-insurance licensed RIAs with a easy 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 lot of advisory options that RetireOne presents.
As well as, Luma’s customisable platform has a number of assets permitting RIAs and fee-based advisers the possibility to supply shoppers 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 raised serve shoppers’ evolving wants.
“We’re thrilled to be rising annuity entry on our platform to non-insurance licensed RIAs and fee-based advisors looking for insurance coverage options to their shoppers,” mentioned Brady Beals, director of funding options at Luma Monetary Applied sciences. “There continues to be robust RIA demand for annuities and it’s our mission to proceed rising availability and transparency of those merchandise so monetary professionals are greatest outfitted to serve their shoppers’ insurance coverage answer wants.”
“Incorporating our options with Luma’s simplified product evaluation instruments grants a wider pool of RIAs the management to simply interact with annuities, and analysis particular merchandise that match the distinctive wants of their shoppers,” acknowledged RetireOne president Ed Mercier. “We share a typical worth of transparency with Luma, and we’re desirous to proceed offering RIAs and fee-based advisors with options they’ll belief and depend on.”
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