Theodore Liftman Insurance, Inc

Since 1957, Theodore Liftman Insurance, Inc. has focused exclusively on providing tailored financial insurance that meets the unique requirements of investment services firms.

The Investment services is not one-size-fits-all industry. It’s an industry in which relationships, longevity, stability, expertise and personal service matter — all of which are reasons why Liftman Insurance stands apart as a leader.

We know how to:

  • Ask the right questions so that clients avoid underwriting pitfalls
  • Obtain coverage that is hard to get (or hard to get at an affordable rate)
  • Streamline the application process so that clients stay focused on their business
  • Stay ahead of our clients’ risk exposure with industry-leading products
  • Identify which insurance carriers are best in specific claims scenarios
  • Profile client risks holistically to construct the best overall insurance coverage
  • Respond to client concerns personally, competently, and quickly

Call us with your financial insurance questions.

Even if you’re not a client, you’ll like how helpful we are and how quickly we understand your situation. 617.439.9595

Call us with your financial insurance questions.

Even if you’re not a client, you’ll like how helpful we are and how quickly we understand your situation.

Contact Us