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Liftman Insurance News

We are pleased to announce that Ms. Whitney Ritter has joined our firm as an insurance broker for Financial Institution clients.

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We are pleased to announce the hiring of a new senior vice president and account executive, Jessica L. Thayer.

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If you are a Fidelity Institutional Wealth Services client, please click here.

*Fidelity Institutional Wealth Services is an independent company, unaffiliated with Liftman Insurance.


Financial insurance you can count on.

“The management of financial matters has always been a monumental responsibility, one that carries with it enormous potential liability. Today’s complex laws and regulations of financial markets make your responsibilities and liabilities greater than ever. As a result, the need for sound, professional insurance has never been more critical.

Since 1957, Theodore Liftman Insurance, Inc. has focused exclusively on providing competitive insurance which meets the specialized requirements of the investment community. We are recognized as an industry leader… a company uniquely positioned to offer creative coverage solutions as well as personal, responsive service.”

-Theodore Liftman, Chairman of the Board

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