Resources
Testimonials
Since 1957, Liftman Insurance has built long-term relationships with registered investment advisors, broker-dealers, and financial institutions across the country — placing and managing coverage that includes errors and omissions (E&O), fiduciary liability, FINRA fidelity bonds, and cybersecurity insurance. Many of our clients have stayed with us for decades, through growth, ownership changes, and evolving compliance requirements. Read what they have to say about working with our team.
“Liftman Insurance has handled our E&O and fiduciary coverage for at least 25 years. We have nothing but good things to say about our experience. The firm has always been professional and very responsive, and has consistently met our deadlines when renewals come up. They’ve also been helpful in connecting us with experts in specialized areas when needed. That process always goes very well — no issues.”
Alan Biller, Ph.D. Chairman, Alan Biller and Associates
“For more than 20 years, we’ve been with Liftman Insurance. We started out with them for our required FINRA fidelity bond, and now we also do cybersecurity insurance through them.
As our company has grown over the years, they’ve grown right alongside us, always making sure we have the right coverage for where we are. I work primarily with Angela Dennis and Mike Glaser, and their responsiveness is unmatched — I always get my calls and emails responded to promptly.
Compared to other insurance companies, where it can be really difficult to get a response, Liftman truly puts their customers first. I would highly recommend Angela Dennis — she’s extremely good at what she does, and the customer service that anyone can expect from Liftman Insurance is going to be exemplary.”
Sheryl Urtu Compliance/HR, Mischler Financial Group
“I’ve been with Mike Glaser and Liftman Insurance since 2009, when I started my independent registered investment advisory firm, Monte Financial Group. When I was new to running my own business, Mike was patient, explained everything, and was always responsive — at a time when I had a lot on my plate. What has impressed me most over the past 17 years is that he has never taken our relationship for granted. He still treats us like it was the first day we signed up.
Mike is proactive — he lets me know months ahead of time when policies are coming up for renewal, gives me a heads-up on what premiums might look like, and leaves time to talk through any coverage changes. He also shops different carriers and price levels so we’re making informed decisions. And when we’ve had issues, he’s been there to help and made things go smoothly. For a small business owner, having a vendor who stays on top of these things so I don’t have to is invaluable.”
Robert Monte, Monte Financial Group, LLC
