Theodore Liftman Insurance, Inc. Financial Insurance

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	Errors & Omissions Liability Insurance

	ERISA Bonds

	Fidelity Bonds

	State Surety Bonds

	Directors & Officers Liability Insurance

	In-House Pension ERISA Bonds

	Employment Practices Liability Insurance

	Investment Management Consultants Errors & Omissions Insurance

	Corporate Identity Theft Insurance

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).

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.

Investment Management Consultants Errors &
Omissions Insurance

This insurance (also known as Investment Management Consultants E&O Insurance) protects the investment consultant firm, its officers, directors and employees in the event they are sued by clients for any actual or alleged negligent act, error or omission committed in the scope of performing investment consulting services. Coverage includes legal defense costs even where allegations are baseless.

Errors & Omissions Insurance may include FIDUCIARY LIABILITY INSURANCE coverage for client ERISA plans.
Errors & Omissions Insurance is not synonymous with DIRECTORS & OFFICERS INSURANCE.

Click here to download an application for Investment Management Consultants Errors & Omissions Insurance.

Theodore Liftman Insurance, Inc. | 101 Federal Street, Boston, MA 02110-1827 | Phone: 617-439-9595 | To email us, click here