Theodore Liftman Insurance, Inc. - Financial Insurance
Home|About Us|Knowledge Center|Insurance News|Contact Us
Investment AdvisersMutual Fund GroupsSecurities Broker/DealersHedge Funds/Private Investment Funds
A Message from Theodore Liftman, Chairman of the Board Since 1957, Liftman Insurance has been focused on meeting the specialized insurance needs of the investment community. Over the past half-century, we have always strived to provide broad coverage at competitive rates... Read More » Understanding Insurance Companies' Financial Ratings Now more than ever, your insurance carrier's financial rating should be a primary concern before purchasing any type of insurance. Of course, coverage, terms and premiums must be evaluated but if your insurance carrier is.. Read More »
Keep current with the latest information on new products, updates, reminders and services. Join our list
“The management of financial matters has always been a monumental responsibility, one that carries with it enormous potential liability. Today’s complex laws and regulations of financial markets make your responsibilities and liabilities greater than ever. As a result, the need for sound, professional insurance has never been more critical. Since 1957, Theodore Liftman Insurance, Inc. has focused exclusively on providing competitive insurance which meets the specialized requirements of the investment community. We are recognized as an industry leader… a company uniquely positioned to offer creative coverage solutions as well as personal, responsive service.” -Theodore Liftman, Chairman of the Board
Download our glossary to get up to speed on the latest terms. Download »
Ready to get started? Select an insurance product to begin the application process or contact us for assistance.
- Please Choose - Data Security & Privacy Liability – Investment Advisers Data Security & Privacy Liability – Mutual Fund Groups Data Security & Privacy Liability – Securities Brokers & Dealers Data Security & Privacy Liability – Hedge Fund Groups Directors & Officers Liability Insurance Employment Practices Liability Insurance Financial Institution Bond Hedge Fund/Private Investment Fund Errors & Omissions Liability Hedge Fund/Private Investment Fund Fidelity Bond In-House Pension Plan ERISA Bond Independent Directors Liability Insurance Investment Adviser Professional Liability Insurance Investment Advisers ERISA Bond Investment Company Bond Investment Management Consultants Errors & Omissions Insurance Mutual Fund Directors & Officers/ Errors & Omissions Liability Insurance Securities Broker/Dealer Errors & Omissions Insurance Securities Dealer Fidelity Bond Self-Rating-Most states Securities Dealer Fidelity Bond Self-Rating-NY Securities Dealer Fidelity Bond Self-Rating-FL Securities Dealer Fidelity Bond Self-Rating-NC, TX, CA STAMP/SEMP Surety Bonds State Surety Bond Indemnity Agreement. If you are a Fidelity Institutional Wealth Services advisor, please click here.