A Message from Mark Liftman, President of Liftman Insurance

As you are aware, the economic downturn in recent years has led to wide stock market fluctuations. In addition, new laws and regulations that govern the financial industry have become more complex making the right financial insurance more important than ever for your firm.

Some investment professionals are increasing their coverage mid-term at the request of new clients or because they are more comfortable with higher limits during market uncertainties. You can call us at any time to discuss your insurance program or for premium quotes on increased coverage. Your firm has unlimited access to our senior staff which has over 150 years of combined financial insurance experience.

Liftman Insurance focuses solely on helping investment professionals like you make sound decisions about your financial insurance. We insure over 3,000 hedge funds, private investment groups, mutual funds, securities broker/dealers, and investment advisors including some of the most prestigious investment firms in the world. We constantly strive to deliver outstanding client service in terms of personalized attention, innovative coverage and customized endorsements for a client’s special requirements.

We also represent all of the major insurance carriers to give you competitive options on coverage and premiums. Information about us can be found on the websites of Fidelity Institutional Wealth Services, TD Ameritrade Institutional, and Pershing LLC among others.

Please feel free to call me any time at 617-439-9595.

 

Very truly yours,

Mark Liftman, President