What does it take to level up as an advisor? 

Technology is a growing giant, and it’s better to grow with it than against it.

In this episode, Keith Burger, the head of distribution in North America at Luma Financial Technologies, explains what it takes to bring yourself to the next level of financial advising and how Luma Financial Technologies can help you and your business get there. 

Keith discusses:

• What advisors can expect from Luma’s annuity analytics feature 
• Ways the firm helps insurance-only advisors with insight and compliance
• The company’s role when it comes to supporting advisors and their firms with their product selection 
• Strategies advisors can follow to maintain their client base and experience
• And more!

Resources:

• Here’s What’s Going on in the Index World with Laurence Black (Ep. 31)
• Lifecycle Manager

Connect with Keith Burger:

• LinkedIn: Keith Burger
• LinkedIn: Luma Financial Technologies
• Luma Financial Technologies

Connect with Jack Martin:

• InsurMark
• Contact Form
• LinkedIn: Jack Martin 

About Our Guest: 

As the National Sales Director for Annuities at Luma Financial Technologies, an independent, market-leading multi-issuer structured products, and annuities platform, Keith Burger oversees the firm’s strategic initiatives to bring their trailblazing technology platform to financial professionals looking to increase the efficiency and effectiveness of transacting in the annuity marketplace.