health insurance plan
Question
CPAs - Financial Professional - Clients - Help...?
I am a financial professional... doing all types of insurances but mostly specialized in life, disability, education planning, long term care, retirment, estate planning, and business succession... I am just getting in Auto, home, business, health insurance... so I have this CPA who wants and I want to work together in his office selling insurance... But as I was talking to him I never felt like he knows how to recomend people in certain financial product in order to save money on taxes for the clients.. I have a feeling that he never worked with any financial professional and don't know if I can teach him what to look for in terms of people's finances in order to referr business to me... I want to hear what you all have to say ... and what should I do with him to help him understand what's behind financial planning... and how important it is... ??
5 months ago - 2 answers
Best Answer
Chosen by Asker
Two possibilities: 1. The CPA (a specialist in taxes, presumably) doesn't understand what products and services are available to reduce a client's taxable income -- (This is your thesis.) 2. The CPA (a specialist in taxes, presumably) understands exactly what products and services are available to reduce a client's taxable income, but you, a financial planner, who has never prepared any taxes, asserts extensive knowledge in this area. (-- My thesis)
by zeuz
5 months ago
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Other Answers
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