About Theodore Liftman Insurance, Inc.

The firm was founded in 1957 by Theodore Liftman, Chairman of the Board, after he graduated with an insurance major from Boston University’s School of Management. Since that time, Liftman Insurance has emerged as a major player in this niche by focusing solely on insurance for the investment industry. We have developed a reputation for professional excellence, as well as for maintaining close contacts within the insurance, legal and compliance communities. In addition, Liftman Insurance represents many leading insurance carriers so that we may provide you with an unparalleled selection of coverage.

At Liftman Insurance, we are dedicated to offering personalized service to clients both large and small. Our staff is knowledgeable and specially trained to work with members of the investment industry. The purchase of a policy is only the beginning of a client’s relationship with Liftman Insurance. Our staff is in constant communication with clients. We work to continually improve coverage, terms and conditions, and we always keep abreast of the legal and regulatory changes that impact our policyholders. For all these reasons, Liftman Insurance is proud to have a blue-chip client roster which we service from our office in the heart of Boston’s financial district.

Today, Theodore Liftman Insurance has emerged as one of the most respected independent financial insurance agencies in the country. Directors, officers, mutual funds, hedge funds, securities broker/dealers, transfer agents, and investment advisers all rely on us to obtain the broadest coverage at competitive rates. Contact Liftman Insurance today to see how you can benefit from our vast experience and commitment to client satisfaction.

MISSION STATEMENT
Our mission at Theodore Liftman Insurance, Inc. is to be the leading independent financial insurance agency. We will earn this leadership position by providing clients in the investment community with:

• An unparalleled selection of quality, cost-effective coverage underwritten by financially strong insurance carriers.
• An organization focused solely on financial insurance; one that understands and is comfortable working with the investment industry.
• A management team and staff who are experienced and knowledgeable about our products.
• A pledge to furnish exceptional service; to listen to the individual needs of every client and to offer custom coverage solutions.
• A commitment to achieving excellence in all aspects of our profession.

Some of the Insurance Carriers We Represent Are:

• The ACE Group of Companies
• American International Group
• Cambridge Alliance
• Chubb Group of Insurance Companies
• CNA
• Crum & Forster
• Great American Insurance Group
• Hartford Financial Services Group
• Hanover Group
• Houston Casualty
• Nationwide Insurance
• The Travelers
• XL Insurance
• Zurich Financial Services Group