Dwight Rudd Insurance is proud to be a Preferred Partner of LandVest Luxury Real Estate

Providing insurance expertise to successful people
and their families for over 75 years.

 

Dwight Rudd offers a unique advantage: seasoned insurance professionals with an unparalleled level of expertise evaluating the needs of New England’s luxury homeowners. As a client of our boutique, independent agency, you can expect attentive service and a genuine relationship with our team.

We like to think of insurance as a known cost for an unknown outcome. And if done right, a powerful tool to minimize the risk of significant financial loss.

 

How We Work

1. Research

In conjunction with our clients’ wealth managers and advisory team, we ask questions to analyze risk tolerance and susceptibility to loss.

2. Evaluation

We evaluate whether or not the present insurance program adequately protects against the risk of financial loss. When we start to work with new clients, we often find serious coverage gaps and an insurance program that does not reflect the client’s circumstances. 

3. recommendations

We make recommendations to both improve coverage and, in many cases, reduce the overall cost of insurance. The end result is a well thought out insurance program designed to preserve the value of our clients’ assets in the event of a loss.

4. periodic updates

Over time, we revisit the insurance program to ensure that it is keeping pace with past or planned lifestyle changes (new purchases, home remodels, children, liquidity events, etc.) and make course adjustments if necessary.

5. communication

An open dialogue throughout the year is the best way to avoid surprises down the road. We make it easy to connect directly with us even after your new insurance program is buttoned up.


 

Barbara Targum, CIC, CAPI
Managing Partner

office: 617-912-4905
btargum@dwightrudd.com

Randy Schneider, CAPI
Managing Partner

office: 617-912-4912
rschneider@dwightrudd.com