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

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).

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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.

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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.

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