Jeff 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.

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 top insurance conferences around the U.S. including:

  • The InsuranceNewsNet Super Conference
  • The 8% Nation Insurance Wealth Conference
  • Digital Life Insurance Agent Mastermind

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 (Million Dollar Round Table) every year since 2009 putting him in the top 1 percent of financial professionals in the nation.

Additional Resources