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How Luma and Annuities Genius Differ: Multi-Asset Platform vs. Annuity Sales Pipeline

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The Head-to-Head Breakdown

See what sets us apart
Feature Annuities Genius Luma Financial Technologies
Business Growth & Sales System
Personal Lead-Gen Website
Portfolio Risk and Income Gap Analysis
Automated Educational Webinar
Carrier-like Illustrations
Annuity Selection Wizard
Simulate Retirement With & Without Annuities
Product Research & Data
Side-by-Side Product Comparison
Index Backtesting
Multi-Asset Class Research
Post-Trade Lifecycle Management
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It's not just about having rates. It's about having a system that works for you.

Why Top Producers Are Moving to Annuities Genius

From 2–3 Sales out of 10 to a 100% Close Rate

In my nearly 40 years as an advisor, I've never seen a tool as impactful as Annuities Genius. I went from closing 2 or 3 out of 10 leads to selling every single one of my last four appointments, doubling my annual production to $2 million in just the first 35 days.

Jeffrey J. Henson Sr.
Jeffrey J. Henson Sr.

President @ Henson Financial

Linkedin

30 Years of Experience, 10 Minutes to a Better Retirement

With 30 years of experience in retirement planning, I can tell you that Annuities Genius is a game-changer. In just 10 minutes, I can show clients a side-by-side comparison that proves they are getting the absolute best advice, saving us both hours of research and giving them confidence in their financial future.

Tim Frisby
Tim Frisby

Retirement Planning Expert

Linkedin

From Skeptic to $3 Million in Sales in 8 Months

I was very skeptical at first, but after starting with Annuity Genius in April 2020, I sold around $3 million in annuities by December of that year. It’s an incredibly powerful tool for anyone serious about making money; if an old-school paper guy like me can use it, anybody can.

James M. Dattilo
James M. Dattilo

MD, AmeriLife North Florida

Linkedin
We don't just provide exceptional illustrations...

We cover your whole pipeline: from lead to contract

  • 1

    Generate & Educate Leads

    Fill your pipeline with leads

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    Generate & Educate Leads
    Problem

    Not enough leads, no organized way to educate them and move through the funnel

    Solution

    Proven marketing support: personal website with live annuity rates & educational webinar that sells

  • 2

    Identify your client’s needs

    Discovery process with intuitive tools

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    Identify your client’s needs
    Problem

    No easy way to fully understand your client’s pains and offer a recommended solution

    Solution

    Shareable questionnaires that close the client for you

  • 3

    Find the best annuity every single time

    Research that is almost done for you

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    Find the best annuity every single time
    Problem

    Analysis paralysis & constant headache while comparing and choosing annuities

    Solution

    Simple end-to-end flow that leaves no doubt in the right annuity choice

  • 4

    Compare & Illustrate professionally

    Persuade while backed by data

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    Compare & Illustrate professionally
    Problem

    Spend countless hours comparing annuities and gluing all the pieces together for an Illustration

    Solution

    Instant carrier-like Illustrations with a click of the button

  • 5

    Fiduciary-ready Compliance

    Your sound sleep is on us

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    Fiduciary-ready Compliance
    Problem

    Constantly worrying if you operate in your client’s best interest

    Solution

    Compliance is done for you: deep research & record-keeping

  • 6

    Close the deal with an e-app

    Closed Won is faster than you think

    Start Now
    Close the deal with an e-app
    Problem

    Endless and complicated paperwork

    Solution

    Send applications to carriers without leaving the platform

Choose Annuities Genius if…
  • You want to grow your business, find new leads, save countless hours on research, and build unbreakable trust with your clients.
Choose Luma if…
  • You are institution or advisor needing a multi-asset platform (e.g., structured products and annuities), including post-trade lifecycle tools.
Client-ready quotes and comprehensive
product data, presented clearly
See for yourself why over 10,000 producers trust Annuities Genius.
Claim Your Free 14-day Trial Now

More Than a Platform: Your Complete Annuity Sales Engine

Annuities Genius is a simple tool designed to streamline annuity sales workflows.

  • Actively generate leads 24/7 with a personal website and an automated educational webinar that fills your pipeline.
  • Pinpoint client needs before your first meeting with a shareable, interactive questionnaire. webinar that fills your pipeline.
  • Instantly filter, compare, and create carrier-like illustrations from one intuitive dashboard.
  • Connect with tools like Redtail, Wealthbox, and FireLight where available.
Illustration
Find Your Answers

Frequently Asked Questions

Absolutely. This is where Annuities Genius shines. We provide you with a personal, consumer-facing website with live rates and a lead-capture form. Plus, our automated educational webinar works 24/7 to engage prospects for you.
Luma emphasizes multi-asset education, quoting, ordering, and servicing. Annuities Genius focuses on annuity producers and includes consumer-facing lead-gen tools (e.g., personal website, webinar).
Not at all. Annuities Genius is designed to be intuitive and fast. Producers tell us they can condense hours of research into just minutes. It's so simple and transparent, you can even use it live with clients on a screen share to build trust and close deals faster.
Yes. We're a database covering FIAs, RILAs, MYGAs, and SPIAs - with riders - from 100+ carriers in one place. No more jumping between dozens of carrier websites.
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