Financial Insurance Guide for Investment Advisors

financial insurance guide lp

Liftman Insurance has over 50 years of experience working with investment advisors. We have used that knowledge to develop this guide – which aims to educate you about the risks that you face and help you understand your coverage options.

Topics covered include:

  • Insurance Trends
  • Types of Coverage
  • Types of Claims
  • Peer Benchmark Analysis
  • Pricing Considerations

This brief and informative guide provides a valuable overview of the insurance landscape for investment advisors. Download your copy today!