Insurance and risk planning designed to protect what you’ve built — for your family, your business, and your legacy.
The most carefully constructed financial plan is only as strong as the protection beneath it. Risk management is not a product — it is the discipline of identifying every meaningful threat to your financial world and systematically addressing it.
At Dewdney & Co., we conduct a comprehensive risk analysis across your personal, family, and business exposures before recommending any coverage. Our recommendations are independent, carrier-agnostic, and structured around your actual needs — not around commission schedules.
- What We Cover
- 01 Personal and family life insurance — term, whole life, and universal life structures
- 02 Disability insurance — own-occupation definitions, business overhead expense
- 03 Critical illness insurance for individuals and business owners
- 04 Corporate-owned life insurance (COLI) and leveraged insurance strategies
- 05 Business succession insurance coordinated with shareholders' agreements
- 06 Estate preservation strategies using permanent insurance