Liftman Theodore Ins

Financial insurance for investment services firms is the core offering. Coverage includes errors and omissions, directors and officers liability, ERISA compliance and in-house pension bonds, crime and fidelity bonds, state surety bonds, employment practices liability, and cyber security insurance. Liftman also serves mutual funds, securities brokers and dealers, and hedge or private funds with coverage tailored to their operations, including fund liability insurance and securities dealer fidelity bonds. The firm says it has focused exclusively on financial insurance since 1957 and represents more than 30 insurance companies. Its process includes reviewing risk exposure, identifying carriers, and assisting with applications. Theodore Liftman Insurance is based in Boston.