Matthew Herz
Director, Head of Life Insurance Products,
Luma
Matthew Herz is Director, Head of Life Insurance Products at Luma Financial Technologies, where he leads life insurance platform strategy and works across the industry to connect carriers, financial institutions, distributors, advisors, and technology partners.
Matt brings more than 30 years of experience in insurance and financial services, spanning insurance advisory and distribution, enterprise sales, strategic partnerships, and technology. Prior to Luma, he held senior leadership roles at Covr and IDU and spent 25 years building and leading an independent insurance and financial services firm serving high-net-worth clients and financial advisors.
Matthew Herz's Sessions
- October 23
- 11:00 am
- - 11:45 am
- Breakout Session
- Operations
Hear from an ops leader, a BGA principal, and a tech partner on how they stood up in‑force programs that actually run. They will cover workflow design, carrier and vendor integration, staffing models, and the key metrics operations teams use to prove revenue impact.
