Since 1957, Theodore Liftman Insurance, Inc. has focused exclusively on providing financial insurance that is tailored to the individual requirements of investment services firms.
The investment services is not one-size-fits-all. It’s an industry in which relationships, longevity, stability, expertise and personal service matter — all of which are reasons why Liftman Insurance stands apart as a leader.
What sets us apart is that we:
- Ask the right questions so that clients avoid underwriting pitfalls
- Obtain coverage that is hard to get (or hard to get at affordable cost)
- Streamline the application process so clients stay focused on their business
- Stay ahead of our clients’ risk exposure with industry-leading products
- Identify which insurance carriers are best for your particular risk exposure
- Profile client risks holistically to construct the best overall insurance coverage
- Respond to client concerns personally, competently, and quickly