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Jefferson National Partners with Laser App Software

Staff Writer | July 26, 2016

Laser App Software announces that Jefferson National, a 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 were scheduled to go live for both Laser App Enterprise and Laser App Anywhere solutions on July 18. The decision to add these forms into the Laser App Software library was in response to demand from RIAs and fee-based advisors. 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,” says 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.

“This addition was a win for Laser App and we are excited to welcome Jefferson National to our list of product carriers,” says 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.” 

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