Privacy Liability/ Cyber Risk Coverage Available

Liftman Insurance 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.  

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Liftman Insurance now offers CEFEXpremium discounts on professional insurance and bonds for CEFEX certified firms.

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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 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

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Errors Our webinar "Errors & Omissions Liability for Investment Advisors" is now available for immediate viewing:

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Fidelity Institutional Wealth Services*

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

*Fidelity Institutional Wealth Services is an independent company, unaffiliated with Liftman Insurance.