Gregory Rutchik - Financial Services - Risk Management - Wealth Accumulation

Profession	Financial Services

Specialty	Risk Management - Wealth Accumulation

Group	WW

Business Name	Northwestern Mutual Financial Network

Title	JD, LLM

Address	16830 Ventura Blvd Suite 103 Encino, CA 91436-2818

Work Phone	(818)461-1229

Fax	(818)461-1233

Web Site	www.nml.com

Member Since	5/2008

Clients are 35-55, with incomes from $250-500k and $250k of investable assets.

Will you retire?
How much do you need to life on when you retire?
How much have you saved?

What if you are tired of working or worse have a sick spouse or law partner. You are in the peak earning years and have some insurance, some investments BUT no plan. Nothing works together and you have no idea when you can retire, or if you will run out of money. Planning for a legacy?
Or maybe it never occured to you. For your grandchild to remember you long after you are gone, you had better start.

Our work is (1) discover what is important to the business owner and their family; (2) compare what they want to have in terms of liquity to what they have in place. Work to solve risk gaps first - risk to income, catastrophy of death to a family or business; (3) accumulate wealth. We coordinate with your trust and estate lawyer, CPA and other advisors so that one person knows your plan but most importantly CHALLENGES you to have one.

- We help equalize business owners' estates so that the business can be left to the daughter or son that is actually in the business instead of simply splitting their estate evenly;

- We identify individual needs and help the business determine if the company can pick up the tab;

- We provide INCREDIBLE service on employee benefits, to help make sure the business is maximizing its benefits and minimizing its expenses;

- We help protect key people and the organization from the loss resulting from their departure (in any scenario).

Insurance- disability, life, health
Investments - Stocks, bonds, Mutual Funds
Concierge - sit with your advisors to ensure they each know what they others know about you, your family, your business

loss of income
loss of revenue
death
business interruption
business succession
estate planning
exit strategy
life insurance
income protection

Entertainment (talent, producers, business managers, agents)
Services (lawyers, CPAs, Drs, consultant service providers)
Fashion

Santa Monica
Encino
Woodland Hills

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Phone:

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Social Clubs	- City Club Of San Francisco


Charities	- Camp Hazen;Jewish Federation; Skidmore College


Graduate Degrees	JD; Temple Law LLM Tax; GGate Univ Fulbright Fellow; UTokyo


College Degrees	BA Skidmore


Speaking/Teaching Experience	American Trial Lawyers on Advocacy


Organizations	- ABA; California Lawyers for the Arts, BOD; AIPAC; ADL


License Number	195423

Encino - Financial Services

Specialties: Risk Management - Wealth Accumulation