CPAs - Financial Professional - Clients - Help...?

[blue5349]

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 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...another thing he told me was that he doesn't not solicit life insurance and if this is the case how he expects to work with 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... ??