Jeff Root is the founder and owner of Rootfin.
Jeff has is a well-known speaker and expert in life insurance and financial planning. He has been featured and quoted in Nerdwallet, Bloomberg, Forbes, U.S. News & Money, USA Today, and other leading finance websites.
Experienced in Insurance
He is a licensed life insurance agent and has helped over 3000 people secure life insurance. He is licensed in all 50 states & DC.
Jeff has spoken at conferences around the US including:
- The InsuranceNewsNet Superconference in 2018
- The 8% Nation Insurance Wealth Conference
- Digital Life Insurance Agent Mastermind 2019 (right)
Jeff is the author of The Digital Life Insurance Agent which has over 50 five-star reviews on Amazon.
He also hosted the podcast, The Modern Life Insurance Selling Podcast, where he trained other life insurance agents.
Jeff has qualified for MDRT (MDRT.org) every year since 2009 putting him in the top 1% of financial professionals in the nation.
Education
Jeff graduated with a bachelors degree from San Diego State University.
He has extensive experience and education in helping families with all of their insurance and financial planning including estate planning, retirement planning, and social security planning.
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