Theodore Liftman Insurance, Inc. is pleased to announce an exciting new alliance with Fidelity Institutional Wealth Services.

What Is It?

As an independent insurance agency, Liftman Insurance now gives Fidelity Institutional Wealth Services advisors access to a wide range of risk insurance products from leading carriers, such as AIG, Chubb, CNA, The Cambridge Alliance, The Hartford and Travelers. Our product line includes Errors & Omissions and Directors & Officers Liability insurance, ERISA Bonds, Fidelity Bonds and State Surety Bonds.

Liftman Insurance is proud to be a "hands-on" agency that works with you to identify the most appropriate, competitively priced coverage to address your practice liability needs. We combine personalized service with our knowledge of the insurance and investment industries to help better protect your firm

Offer

As a Fidelity Institutional Wealth Services advisor, you will have access to:

• Premium discounts from leading insurance carriers.
• One-stop shopping for all your risk management insurance needs:
• Errors & Omissions Liability
• Directors & Officers Liability
• ERISA and Fidelity Bonds
• Hedge Fund and Mutual Fund Liability
• Investment Company Bonds
• Business Identity Protection
• Employment Practices Liability
• Other insurance products unique to the investment industry

Additional Features and Benefits

• Liftman Insurance offers independent, unbiased insurance advice on the coverage options available to your firm
• Liftman Insurance offers extensive investment industry knowledge which allows us to tailor and negotiate insurance coverage to meet your needs
• Liftman Insurance delivers personalized customer service, regardless of the size of your firm, with direct access to the firm’s senior management team: Andrew Fotopulos and Mark Liftman

To download a Financial Institution Bond application, please click here.

To download a Professional Liability application, please click here.