Oversees Appointments, Fiduciaries, Investments,
Federal Regulation Compliance Guidance
Chief Executive Officer and Licensee - responsible for Licensure,
Certifications, and Appointments, Legalities, Compliance Issues,
and Policies Implementation.
Senior Sales Officer - responsible for evaluating productivity,
Oversees Daily Operations, monitors Production,
core-vale adherance, supports team objectives
recruiting, training and supporting daily operations, oversees
budgetary restraints and profitability objectives.
Oversee Marketing & Advertising, Media communications,
Outreach Programs, and Community Development
Senior Marketing Officer - responsible for research and
development of a cohesive strategy to increase brand
awareness and build lasting community relationships.
Senior Financial Officer - responsible for managing daily
Oversees Financial Operations, assess financial
risks, track objectives, goals, and sets budgets.
financial transactions, commissions, tracking cash flow,
analyze accounting data, and prepare financial reports.
Senior Broker (Chairman )
© 2020 DBL T Investments. All Rights Reserved.
Free Consultations and Free Enrollment Assistance
PROTECTING: seniors, families and small businesses with strategic insurance planning.
Our Goal is become a trusted resource in the community that has insurance questions,
or needs help finding a plan and enrolling into a health plan or life insurance coverage.
"when you sit-down with an insurance professional, the insight that you gain and the overall
purchase experience is far different, than you going to a webpage and doing it by yourself."
We have Licensed Brokers who complete annual certifications and cont ed. requirements,
which makes a HUGE difference, when you want to find the best plan for your situation.
Our organization provides the community with access to State Healthcare Plans and lump-sum Supplement Plans (to protect against most critical illnesses) and Term or Whole-Life Insurance Policies that helps to create generational wealth.
We represent insurance products from some of the nations Top Rated Insurers, all under one roof.. and we provide clients with their own Personal-Broker, that they can call, when they need to speak with a person, not go to a website.
"Sometimes being a good-company
just isn't good enough...
and often times the difference
between a good one and a Great One...
is their Customer Service."
Protecting What Matters Most
Life, Health & Finances