Theodore Liftman Insurance, Inc. Financial Insurance  
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Theodore Liftman Insurance, Inc. Financial Insurance
 
Insurance Products & Services for:
Investment Advisers
Mutual Fund Groups
Hedge Fund Groups / Private Investement Funds
 
 
Current Insurance news

A Message from Theodore Liftman, Chairman of the Board
Liftman Insurance has been in business for over a half-century. Our clients often ask about the secret to our success. Our secret is no secret – it’s plain common sense.

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Understanding Insurance Companies' Financial Ratings
Now more than ever, your insurance carrier's financial rating should be a primary concern before purchasing any type of insurance.

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Securities Broker/Dealers Errors & Omissions Insurance

 

This insurance (also known as Securities Broker/Dealer E&O insurance) protects the securities broker/dealer firm, its officers, directors, employees and representatives in the event they are sued by clients for any actual or alleged negligent act, error or omission committed in the scope of performing their professional services. Coverage includes legal defense costs even where allegations are baseless.

Liftman Insurance has premiums for Securities Broker/Dealer Errors & Omissions Insurance starting at $10,000 for the firm. Limits of liability up to $10,000,000 or more are available.

Click here to download an Application for Securities Broker/Dealer Errors & Omissions Insurance.

Click here to download Claims Scenarios for Securities Broker/Dealer Errors & Omissions Insurance.

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