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Sponsors

Luma Financial Technologies is the creator of Luma, a fully customizable, independent, buy-side technology platform that helps financial teams more efficiently learn, create, order, and manage market-linked investments such as structured products, annuities and more. Launched in 2011, Luma is one of the largest and longest-tenured structured product platforms in the U.S. market and is used by broker/dealer firms, RIA offices and private banks to automate and optimize the full process cycle for offering and transacting in market-linked investments. This includes education and certification; creation and pricing of custom structures; order entry; and post-trade actions. Luma is multi-issuer, multi-wholesaler and multi-product, thus providing teams with an extensive breadth of market-linked investments to best meet clients’ specific portfolio needs. Headquartered in Cincinnati, OH, Luma also has offices in New York, NY, Zurich, Switzerland, and Chile. For more information, please visit: https://lumafintech.com/

Associate Sponsors

Barclays has been a leader in the U.S. insurance solutions space for over 20 years. Since 2014 Barclays ranked either #1 or #2 covering Fixed Index Annuity issuers for Notional sold, Net premium sold, and Number of active trading clients. We started partnering with insurance carriers on product development in 2013 and now have 15 partners in FIAs and RILAs . In September 2021, SRP recognized Barclays as a leader in both spaces by awarding us both: ‘Best Proprietary Index Provider’ for the 3rd consecutive year; and ‘Best FIA Hedge Provider.’ With 15 investment professionals dedicated to our insurance clients, Barclays is committed to providing value to policyholders through well-constructed, transparent and cost effective indices. Visit us at: www.Indices.Barclays

Exhibitors

It’s our mission to help every business owner in the world know what they are worth. “What’s your business worth?” is the most important question they can ever answer. Before BizEquity only 2% of businesses knew their value. We have created the first patented online service to help the over 200 Million global businesses around the world know what they are worth. Visit us at: www.BizEquity.com.

EBIX delivers an unparalleled record of on-time implementation across a wide range of high-profile insurance and financial services industry clients, and our goal is to provide automated solutions and support that meets insurance workplace needs and improves workflow process efficiency and productivity. Visit us at: https://www.ebix.com/

Hoopinsure powered by B-File. A Digital Policy Review Process for Life, Retirement, and Multi-Line customers. Identify every Life, Retirement, and Multi-Line Cross-Sell opportunities in every Household. Visit us at: https://hoopinsure.com/