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Home | Contact Us | BlogHomeAbout UsWhy Do More Advisors Choose Liftman Insurance?Knowledge CenterDownload CenterGlossaryFAQs Insurance NewsContact UsSecure Document Upload Investment Advisors Mutual Fund Groups Securities Broker/Dealers Hedge Fund Groups / Private Investment Groups Liftman Insurance News Tweets by @LiftmanIns New Privacy Liability/ Cyber Risk Coverage Available Liftman Insurance now offers a Privacy Liability/Cyber Risk insurance product with a prominent insurance provider (rated “A” by A.M. Best) for Investment Advisors with revenues less than $10,000,000. Upcoming Sponsorships: TD Ameritrade 2014 National ConferenceOrlando, FLJanuary 29 – February 1, 2014 Liftman Insurance now offers premium discounts on professional insurance and bonds for CEFEX certified firms. Learn More Follow Liftman Insurance 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 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 Watch Our Latest Webinar Our webinar "Errors & Omissions Liability for Investment Advisors" is now available for immediate viewing: Application Center Ready to get started? Select an insurance product to begin the application process or contact us for assistance. - Please Choose - Privacy Liability/Cyber Risk – Investment Advisers Privacy Liability/Cyber Risk – Mutual Fund Groups Privacy Liability/Cyber Risk – Securities Brokers & Dealers Privacy Liability/Cyber Risk – 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 STAMP/SEMP Surety Bonds State Surety Bond Indemnity Agreement. Some of the Insurance Companies We Represent Advisor Program If you are a Fidelity Institutional Wealth Services client, please click here. *Fidelity Institutional Wealth Se
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