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