- Nationally licensed life insurance agent with over 15 years of experience.
- Best selling Amazon author.
- Regularly consulted as a source for high-profile websites such as Forbes.
- Co-owner of a highly successful insurance brokerage that manages over 2,500 agents.
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. Due to Jeff’s well-documented expertise as a life insurance agent, he is regularly mentioned on authoritative financial websites such as Forbes, Bloomberg, USA Today, Nerdwallet, Money.com, Business Insider, U.S. News & World Report, MarketWatch, Reviews.com, Best Company, and many more.
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. His company, DigitalBGA, has annual production among the top 5% of insurance distributors in the nation and manages over 2,500 agents. His agency was even featured in an article on Inc.com due to its profound growth and innovative business model. Jeff graduated from San Diego State University with a bachelor’s degree in political science.