About Jeff Root

Jeff Root has been a licensed life insurance agent since 2006 and has helped over 3,000 consumers purchase a life insurance policy. He’s the author of an Amazon bestseller called “The Digital Life Insurance Agent” with nearly 150 five-star reviews. Jeff also frequently writes about various life insurance risks over at Rootfin.com, which he founded in 2007.

He is a member of the Forbes Finance Council, an exclusive invitation-only club that only vetted entrepreneurs can join. Since 2009, he has been a qualifying non-member for MDRT, putting him in the top 1% of insurance agents in the nation.

 

Jeff Root in the Press

Due to Jeff’s well-documented expertise as a life insurance agent, he is regularly mentioned on authoritative financial websites such as:

 

Achievements

Beyond helping consumers, Jeff helps innovate life insurance distribution by building technology and training licensed agents. He is the host of The Modern Life Insurance Selling Podcast, where he interviews successful life insurance agents. Jeff Root’s company, DigitalBGA, has annual production in the top 5% of insurance distributors nationwide and manages over 2,500 agents. His agency was even featured in an Inc.com article for its significant growth and innovative business model. Jeff graduated from San Diego State University with a bachelor’s degree in political science.