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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.
Our purpose is to help members achieve their financial dreams by providing them with positive incentives to save and manage their money well. As a full-service financial institution, we offer members convenient account access—allowing them to control their funds in a variety of ways, including: ATMs, online banking, mobile banking, direct deposit, touch-tone teller, automatic payment options and access to a large shared branching network with more than 30,000 ATMs nationwide and 5,000 shared-branch locations. When making decisions, we put members` needs first. It`s just the way we do business as part of the "People Helping People" philosophy of credit unions.
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