Jeff Root

Jeff Root is a life insurance luminary with a career that spans more than 15 years, having been a licensed agent since 2006. Throughout this time, he has supported over 3,000 consumers in their journey to secure the right life insurance policies.

His deep insights and firsthand experiences culminated in the creation of an Amazon bestseller, “The Digital Life Insurance Agent.” With close to 150 five-star reviews, the book is a testament to his profound knowledge in the domain and his ability to articulate complex subjects in a relatable manner.

In 2007, he established Rootfin.com, a dedicated platform where he frequently sheds light on the multifaceted risks associated with life insurance. The site has since become a reliable resource for those navigating the intricacies of life insurance decisions.

As a testament to his industry leadership, Jeff is a distinguished member of the Forbes Finance Council—an exclusive community limited to vetted financial entrepreneurs.

Since 2009, he's earned recognition as a qualifying non-member for MDRT, placing him within the elite ranks of the top 1% of insurance agents nationwide.

Jeff's prowess doesn't go unnoticed. Major financial media giants, including Forbes, Bloomberg, USA Today, Nerdwallet, Money.com, Business Insider, and many others, frequently feature him, underscoring his well-established authority in the sector.

Beyond his consumer-focused endeavors, Jeff has pioneered transformative shifts within the life insurance distribution landscape. He's at the forefront of marrying technology with traditional practices and has been instrumental in training new generations of licensed agents. As the host of The Modern Life Insurance Selling Podcast, Jeff delves into enlightening conversations with successful life insurance agents, offering listeners valuable insights into the ever-evolving industry.

His enterprise, DigitalBGA, stands tall among industry counterparts, boasting annual production that ranks in the nation's top 5% of insurance distributors. Managing a vast network of over 2,500 agents, Jeff's agency captured the attention of Inc.com, which spotlighted its rapid growth trajectory and forward-thinking business approach.

On a personal note, Jeff is an alumnus of San Diego State University, where he honed his analytical and critical thinking skills, graduating with a bachelor's degree in political science.