As an independent insurance agency, Liftman Insurance gives advisor clients of Fidelity Institutional Wealth Services access to a wide range of risk insurance products from leading carriers, such as Chartis, Chubb, CNA, The Markel Cambridge Alliance, The Hartford and Travelers. Our product line includes Errors & Omissions and Directors & Officers Liability Insurance, ERISA Bonds, Fidelity Bonds, State Surety Bonds and Data Security & Privacy Liability.
Liftman Insurance is proud to be a "hands-on" agency that works with Fidelity clients to identify the most appropriate, competitively priced coverage to address their practice liability needs. We combine personalized service with our knowledge of the insurance and investment industries to help better protect firms.
Fidelity Institutional Wealth Services clients have access to:
- Premium discounts from leading insurance carriers.
- One-stop shopping for all risk management insurance needs:
- Errors & Omissions Liability
- Directors & Officers Liability
- ERISA and Fidelity Bonds
- Hedge Fund and Mutual Fund Liability
- Investment Company Bonds
- Business Identity Protection
- Employment Practices Liability
- Other insurance products unique to the investment industry
- Liftman Insurance offers independent, unbiased insurance advice on the coverage options available to firms.
- Liftman Insurance offers extensive investment industry knowledge which allows us to tailor and negotiate insurance coverage to meet an advisor's needs.
- Liftman Insurance delivers personalized customer service, regardless of the size of a firm, with direct access to the firm's senior management.
To download a Financial Institution Bond application, please click here.
To download a Professional Liability application, please click here.