Liftman Insurance News

We are pleased to announce the hiring of a new senior vice president and account executive, Jessica L. Thayer.

Read more

Liftman FINRA 4360
describe the image

Subscribe to the Insurance Compliance Newsletter

Keep current with the latest information on new products, updates, reminders and services.

Join our list

Follow Me


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

The Investment Industry’s Guide to Insurance Coverage and Terms

The Investment Industry’s Guide to Insurance Coverage and Terms

Download our glossary to get up to speed on the latest terms.

Download »

Advisor Program

Fidelity Institutional Wealth Services

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