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070 Using Tech to Accelerate the Advisor Journey, Tim Bonacci, Luma Financial Technologies

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In this episode, Tim Bonacci, CEO of Luma Financial Technologies joins us to discuss the use of technology in the acceleration of the advisory journey.

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The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.

Nicholas Brenia070 Using Tech to Accelerate the Advisor Journey, Tim Bonacci, Luma Financial Technologies

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