Jefferson National, Laser App Software Form ‘Automated’ Partnership

To provide RIAs and Fee-Based Advisors with streamlined application process

Ontario, California – July 25, 2016 – Laser App Software, the premier provider of forms automation and management software for the securities and insurance industries, has announced today that Jefferson National, the leading distributor of tax-advantaged investing solutions for Registered Investment Advisors (RIAs), fee-based advisors and the clients they serve, has chosen to incorporate their application and other forms into Laser App Software’s Library.

Jefferson National’s forms are scheduled to go live for both Laser App Enterprise and Laser App Anywhere solutions on July 18, 2016. The decision to add these forms into the Laser App Software library was in response to demand from RIAs and fee-based advisors.

Laser App services over 100,000 customers, many of whom have been recommending Jefferson National’s Monument Advisor, the industry’s first and only flat-fee Investment-Only Variable Annuity (IOVA)[i]. These advisors are now able to streamline their work flow and complete all necessary forms within one database either through Laser App Enterprise or Laser App Anywhere.

“At Jefferson National, we are focused on developing and collaborating with the most innovative solutions available to help our advisors better serve their clients,” said Mitch Caplan, CEO of Jefferson National. “Integrating Laser App Software with Jefferson National will enhance and streamline our application process, helping RIAs and fee-based advisors to create greater efficiencies, provide more transparency—and ultimately develop stronger relationships with their clients.”

The Laser App Library currently holds more than 34,000 forms from over 450 entities including broker dealers and insurance companies. Fifty percent or more of the business that is completed through Laser App is insurance and annuity related. Jefferson National is a significant addition to Laser App’s growth within the insurance industry.

The decision to add these forms into the Laser App Software library was in response to demand from RIAs and fee-based advisors

“This addition was a win for Laser App and we are excited to welcome Jefferson National to our list of product carriers,” said Robert Powell, Vice President of Sales and Marketing at Laser App. “A growing amount of our business is done within the insurance industry, adding forms from Jefferson National was a needed next step to deliver our clients the tools they require to improve productivity and work flow.”



About Jefferson National
Jefferson National is a recognized innovator of a leading tax-advantaged investing solution for RIAs, fee-based advisors and the clients they serve. Trusted partner to a network of more than 3,500 advisors, Jefferson National provides greater efficiency, transparency and choice through an adaptable technology platform, award-winning distribution strategy and cost-effective servicing capabilities. Named the industry “Gold Standard” and winner of more than 50 industry awards, the company serves advisors and their clients nationwide through its subsidiaries Jefferson National Life Insurance Company and Jefferson National Life Insurance Company of New York. To reach our advisor support desk, please call 1-866-WHY-FLAT (1-866-949-3528). Learn more at
About Laser App Software
Laser App Software creates advisor friendly solutions that combine state‐of‐the‐art forms-filling technology with a massive library of industry related forms. Forms are maintained by Laser App so representatives can focus on their clients, rather than filling out paperwork. Founded in 1995 by financial advisor Ed Beggs, Laser App has pioneered forms-filling in the financial services industry. For more information on Laser App, visit