Theodore Liftman Insurance, Inc. Financial Insurance  
Home  |  About Us  |  Knowledge Center  |  News & Events  |  Contact Us
Theodore Liftman Insurance, Inc. Financial Insurance
 
Insurance Products & Services for:
Investment Advisers
Mutual Fund Groups
Hedge Fund Groups / Private Investement Funds
 
 
Current Insurance news

9/1/2008
Important NEW Change to Bonding Requirements for ERISA Advisors
There is an important new modification this year to the Employee Retirement Income Security Act of 1974, as amended (ERISA).

Read More »

9/1/2008
A Message from Theodore Liftman, Chairman of the Board
This year, Liftman Insurance celebrates our 51tst year in the insurance business. During that time, we've seen many other insurance agencies come and go.

Read More »
 
 
 

Fidelity Bonds

 

A Fidelity Bond provides coverage for loss of money or securities due to the dishonesty of the firm’s employees. Protection is also available for forgery or alteration of checks and other instruments that are drawn by the fund; theft, disappearance and destruction of money and securities, and fraudulent transfer of property via computer.

Click here to download a Hedge Fund/Private Investment Fund Fidelity Bond Application.

 
 
Theodore Liftman Insurance, Inc.  |  101 Federal Street, Boston, MA 02110-1827  |  Phone: 617-439-9595  |  To email us, click here
Home  |  Investment Advisers  |  Mutual Fund Groups  |  Securities Broker/Dealers  |  Hedge Fund Groups / Private Investement Funds
About Us  |  Knowledge Center  |  News & Events  |  Contact Us  |  Directions  |  Privacy Policy  |  Sitemap