Since 1957, Theodore Liftman Insurance, Inc. has focused exclusively on providing financial insurance that is tailored to the individual requirements of investment services firms.

Over 2,000 investment firms use Liftman Insurance because of their knowledge and experience in the insurance industry.

About Us

What sets us apart is we:

  • Ask the right questions so that clients avoid underwriting problems and reduce premiums
  • Stay ahead of our clients risk exposure with industry-leading products and can obtain hard to get coverage
  • Identify which insurance carriers are best for your particular risk exposure
  • Streamline the application process
  • Promptly respond to client questions and requests for information
  • A+ rated by the Better Business Bureau
  • Call us with your financial insurance questions.

    Even if you’re not a client, you’ll like how helpful we are and how quickly we understand your situation.

    Contact Us

  • Financial Insurance Guide for Investment Advisors

    This brief and informative guide provides a valuable overview of the insurance landscape for investment advisors.

    Download Your Copy

  • The Insurance Industry's Guide to Insurance Coverage and Terms

    A handy, quick-reference source for members of the investment community.

    Download Your Copy

  • Summary of Insurance for Investment Professionals

    Download to learn about the products offered by Liftman Insurance.

    Download Your Copy