Theodore Liftman Insurance, Inc. Financial Insurance  
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Theodore Liftman Insurance, Inc. Financial Insurance
 
Insurance Products & Services for:
Investment Advisers
Mutual Fund Groups
Hedge Fund Groups / Private Investement Funds
 
 
 
Current Insurance news

Important Change to Bonding Requirements for ERISA Advisors
There was an important modification in 2008 to the Employee Retirement Income Security Act of 1974, as amended (ERISA).

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A Message from Theodore Liftman, Chairman of the Board
Liftman Insurance has been providing insurance coverage to the financial community since 1957. During that time, we've seen many other insurance agencies come and go.

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Financial insurance you can count on.

“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 insurance which meets the specialized requirements of the investment community. Every day investment professionals across the globe count on us to deliver intelligent coverage advice. 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

 
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Fidelity Institutional Wealth Services    
If you are a Fidelity Institutional Wealth Services advisor, please click here.  


Fidelity Institutional Wealth Services (Fidelity) is an independent company and is not affiliated with Theodore Liftman Insurance, Inc.

Fidelity does not endorse or recommend Theodore Liftman Insurance, Inc.

 
 
© 2010  Theodore Liftman Insurance, Inc.   |  101 Federal Street, Boston, MA 02110-1827  |  Phone: 617-439-9595  |  To email us, click here
Liftman Insurance Agency Co. (NC, TX, CA)      Liftman Insurance Angency (NY)
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