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Activities between Nov. 15, 2024, 7:16 p.m. and Nov. 22, 2024, 7:16 p.m. from: Life Insurance And Annuity.

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Luma Financial Technologies and iPipeline Collaborate to Streamline Annuity and Life Insurance Solutions for Financial Advisors and Agents

Document Date: Nov. 18, 2024, 2 p.m. / Source: Business Wire
Activity Class: PartnershipActivity
Partnership:

iPipeline / Industry: Asset And Wealth Management, Banking And Financial Services and 2 more
iPipeline / Industry: Asset And Wealth Management, Banking And Financial Services and 2 more
Luma Financial Technologies / Industry: Financial Data Services, Fintech Services and 2 more
Luma Financial Technologies / Industry: Financial Data Services, Insurance Technology and 1 more

Document Extract: Through this collaboration, Luma and iPipeline have developed a fully integrated solution that streamlines and simplifies workflows for Brokerage General Agencies (BGAs) , Independent Marketing Organizations (IMOs) , and broker-dealers, while enhancing accuracy and control. The solution is designed to drive efficiencies at every stage of the annuity and life insurance sales journey. The integrated solution from Luma and iPipeline will simplify every stage of the annuity and life insurance process, from education and product comparison to transaction management and lifecycle support. Agents will now be able to access a comprehensive suite of tools, including error-free applications, e-signatures, and customizable configurations, designed to optimize workflow efficiency and enrich the overall client experience. " Our collaboration with iPipeline underscores our commitment to providing innovative technology that enhances the efficiency and effectiveness of advisors and agents handling annuity and life insurance solutions for their clients ," said Jay Charles, Managing Director, Head of Insurance Products at Luma Financial Technologies. ``
Document Source: https://www.businesswire.com/news/home/20241118897832/en/Luma-Financial-Technologies-and-iPipeline-Collaborate-to-Streamline-Annuity-and-Life-Insurance-Solutions-for-Financial-Advisors-and-Agents (archive.org page / archive.org listing)

Lighthouse Announces $370 Million Series C Investment Led by KKR to Accelerate Platform Innovation and Growth

Document Date: Nov. 21, 2024, 7:30 a.m. / Source: Business Wire
Activity Class: CorporateFinanceActivity / Type: Investment
Investor:

KKR / Industry: Alternative Investment Management, Asset Management Services and 23 more

Target:

Lighthouse / Industry: Hotel-Management, Travel-Technology

Document Extract: Lighthouse, the leading commercial intelligence platform for the travel & hospitality industry, today announced an approximately $ 370 million growth investment led by global investment firm, KKR.
Document Source: https://www.businesswire.com/news/home/20241120724034/en/Lighthouse-Announces-370-Million-Series-C-Investment-Led-by-KKR-to-Accelerate-Platform-Innovation-and-Growth (archive.org page / archive.org listing)

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