Paul Pacheco - DMI Director of Operations

Director of Operations for DMI Marketing, Paul leads a team of experienced life insurance and annuity case managers, as well as, licensing and commissions specialists. Paul comes to DMI after spending the last 11 years as a manager in new business at John Hancock Insurance. He brings a strong knowledge of the carrier application process and has a goal to make it smooth and efficient for advisors here at DMI. He believes in providing clear and detailed communications to limit the amount of times advisors are contacted for additional requirements.

Recent Posts

Apr 26

How to Manage Your Clients' Expectations Throughout the Application Process

You have sat down with your client and gathered enough information to determine what insurance company and product fits their needs. They have agreed upon all of this and they've signed an application.

You have done great up to this point. Even though the sale is not yet complete, it’s out of your hands, right?

Well, not exactly.

read more →
May 11

Update on the DOL Fiduciary Rule (The 5 Things You Need to Know)

It’s hard to believe it’s been only two years since the Department of Labor issued the final version of the DOL Fiduciary Rule (“the Rule”) way back on April 8, 2016. A lot has happened since then, and there’s been no shortage of speculation and opinions about what will happen next, but here are the 5 things you need to know:

read more →
Feb 16

5 Reasons Your Applications Are NIGO (And How to Avoid Them)

You’re probably familiar with the expression, “the devil is in the details.” Well, this holds true with life insurance and annuities. When it comes to client retention, attention to detail is critical to your success. These devilish details can affect your client service, thereby seriously impacting your reputation as an advisor or agent. Too many missed details...

read more →
* This content is for licensed financial professional use only. This website is not intended for use by the general public.

Comments & Questions

    Subscribe to our blog & leverage the DMI team’s experience with our weekly blog posts catered to the financial professional.

    About

    DMI was founded in 1989 to provide financial advisors three dynamic elements for success: marketing services, sales consulting and business management.

    Recent