ROOTFIN - Key Persons
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.
Jeff Root is the founder of Rootfin. He is dedicated to helping people make smarter decisions when it comes to insurance and finances through education.
Jeff's accomplishments include:
Licensed life insurance agent in all 50 states & the District of Columbia
Licensed to sell disability insurance.
Licensed to sell medicare insurance.
Helped over 3000 people with insurance & financial planning.
Speaker at a number of insurance & financial conferences around the US.
He's been quoted in U.S. News & World Report, USA Today, Nerdwallet, and InsuranceNewsNet.
Host of The Modern Life Insurance Selling Podcast
Author of The Digital Life Insurance Agent
Member of the Forbes Finance Council
As you can see, Jeff Root and Rootfin have become leaders in the insurance industry when it comes to education and financial planning.