Luma Financial Technologies has formed a partnership with RetireOne, an independent platform for fee-based insurance solutions.
“We are thrilled to be increasing annuity access on our platform to non-insurance licensed RIAs and fee-based advisors seeking insurance solutions to their clients,” said Brady Beals, director of investment solutions at Luma Financial Technologies. “There continues to be strong RIA demand for annuities, and it is our mission to continue increasing availability and transparency of these products so financial professionals are best equipped to serve their clients’ insurance solution needs.”
As the annuity sector continues to grow, RIAs and fee-based advisers have an opportunity to reassess their own strategies and cater their approaches to better serve clients’ evolving needs.