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.
Mutual funds face a variety of exposures. Liftman Insurance has vast experience with mutual funds and their exposures. That’s why we’ve put together insurance products custom-tailored for you.
We offer the following coverages for mutual funds:
To find out more about our coverage for mutual funds, click on a sub-category.