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Mike Kipniss, MassMutual/The Piedmont Group

January 8, 2021 by John Ray

Mike Kipniss, MassMutual/The Piedmont GroupJohn Ray
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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).

The Piedmont Group is the premier full-service financial services firm in the southeast committed to helping clients pursue their financial goals. The Piedmont Group offers access to a wide range of financial products and services to individuals and business owners. They believe clients will be better able to identify their goals and make sound decisions to help reach them with sound financial information from The Piedmont Group.

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.

Company website

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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.

Filed Under: North Fulton Business Radio, North Fulton Studio Tagged with: financial strategies, long term care, long-term care planning, MassMutual, Mike Kipniss, special needs consultant, The Piedmont Group

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Studio Partner

In addition to operating the North Fulton studio of Business RadioX®, John Ray is the owner of Ray Business Advisors, LLC.
 
 Because pricing is the fastest way to change the profitability of a business, John advises business owners on how to change their pricing and make more money. His clients include attorneys, CPAs, consultants, technology companies, and retail store owners.
 
His blog, “The Price and Value Journey,” regularly features examples and stories which help business owners in their own pricing journey. John is also a speaker on pricing at numerous chambers, business events and seminars. John also helps small to mid-sized companies achieve their profit and growth goals as an outside CFO.
 
John is extremely active in the North Fulton community. He is on the board of the Greater North Fulton Chamber of Commerce (GNFCC), and serves in a variety of capacities there, including Chairman’s Circle, member of the Executive Committee, member of the Finance Committee, Chair of the Small Business/Entrepreneurship Economic Recovery Task Force, and Chair of the Small Business Awards Committee. John was named the 2018 Harry Rucker Jr. Volunteer of the Year by GNFCC.
 
In 2011, John founded Backpacks of Love, a grassroots, all-volunteer organization which serves children and their families in the north metro Atlanta area who are homeless or otherwise in severe need. Backpacks of Love delivers backpacks of food, purchased and packed by volunteer sponsors, to 18 different elementary, middle, and high schools in north Fulton County and Forsyth County.
 
In 2015, John was named Small Business Partner in Education of the Year by the Greater North Fulton Chamber of Commerce for his work with Backpacks of Love. 
 
John is a Deacon in the Episcopal Diocese of Atlanta and is currently assigned to Holy Comforter Episcopal Church in Atlanta.

 

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jray@businessradiox.com

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