9/1/2007 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).
9/1/2007 A Message from Theodore Liftman, Chairman of the Board This year, Liftman Insurance celebrates our 50th year in the insurance business. During that time, we've seen many other insurance agencies come and go.
As an investment adviser, you’re vulnerable to any number of risks. Liftman Insurance understands your situation and has a wide range of insurance products designed to protect your company.
We offer all of the following specially designed coverage for investment advisers:
In addition, we offer similar coverage for investment management consultants:
We also offer a new coverage to both investment advisers and investment management consultants:
To find out more about our coverage for investment advisers or investment management consultants, click on a sub-category.