Licensed Insurance Agent
Jeff is a well-known speaker and expert in life insurance and financial planning. He has spoken at top insurance conferences around the U.S., including the InsuranceNewsNet Super Conference, the 8% Nation Insurance Wealth Conference, and the Digital Life Insurance Agent Mastermind. He has been featured and quoted in Nerdwallet, Bloomberg, Forbes, U.S. News & Money, USA Today, and other leading finance websites.
Licensed in all 50 states and D.C., Jeff is a life insurance agent who has helped over 3,000 people secure life insurance policies to protect their legacy. Jeff is the author of The Digital Life Insurance Agent and a host of the podcast Modern Life Insurance Selling Podcast, where he trains other life insurance agents. Jeff has qualified for MDRT (Million Dollar Round Table) every year since 2009, putting him in the top 1% of financial professionals in the nation.