Matthew Herz NAILBA 45

Matthew Herz

Director, Head of Life Insurance Products,

Luma Financial Technologies

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

Designing a World‑Class Experience for Advisors and Staff
This session explores how leading BGAs intentionally design both their advisor and staff experience so each reinforces the other.

Panelists will cover culture, communication, and recognition, plus the practical tech stack and processes that make great experiences repeatable instead of accidental.

Education & Insights at NAILBA 45 are brought to you by Corebridge Financial.

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