Mike Kipniss, MassMutual/The Piedmont Group (North Fulton Business Radio, Episode 319)
Mike Kipniss joins host John Ray to discuss key factors in selecting a financial advisor and why planning for long-term care protection should be done early and with careful homework. Mike also explains why having no financial plan can be such a problem and much more. “North Fulton Business Radio” is produced virtually from the North Fulton studio of Business RadioX® in Alpharetta.
Mike Kipniss, Senior Partner, MassMutual/The Piedmont Group
MassMutual is a Fortune 100 Company, in business for 170 years. They specialize in Risk Management Financial Solutions (Life Insurance, Long-term Care Planning, Disability Income Protection, Annuities) as well as Wealth Management (IRA’s, 401k”s, 529 College Accounts, Mutual Funds, Managed Money, Fee base Financial Planning).
Mike Kipniss has over 37 years of experience in the field, and has professional designations as a Chartered Special Needs Consultant (ChSNC) a Chartered Life Underwriter (CLU) a Chartered Financial Consultant (ChFC) and a Chartered Advisor to Senior Living (CASL) all with the American College.
Mike lives in Milton, GA with his wife Pam of 27 years. He has 4 children.
You can get in touch with Mike directly either by phone, 770-551-3450, or by email.
Questions/Topics Discussed in this Show
- How has the pandemic affected the way you do business with your clients?
- What financial strategies should be looked at during these challenging and uncertain times?
- When is the right time to discuss Long-term Care Planning?
- How do you work with your clients and their other advisors?
- Are there any year-end strategies that your clients can still take advantage of?
North Fulton Business Radio” is hosted by John Ray and produced virtually from the North Fulton studio of Business RadioX® in Alpharetta. You can find the full archive of shows by following this link. The show can be found on all the major podcast apps by searching “North Fulton Business Radio.”
Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has grown to become one of the Southeast’s strongest financial institutions with over $13 billion in assets and more than 190 banking, lending, wealth management and financial services offices in Mississippi, Alabama, Tennessee, Georgia and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.