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.

About Us

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
  • 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.

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  • 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