Business Details
50+ Years
experience
Trusted Financial Insurance Solutions for Investment Professionals
Liftman Insurance Agency has been a trusted provider of financial insurance solutions since 1957, specializing in tailored coverage for investment advisors, mutual funds, securities brokers, and private funds. Our team of experts focuses on understanding the unique risks faced by financial institutions, leveraging decades of industry experience to identify optimal insurance carriers and streamline the application process. We prioritize proactive risk management, asking the right questions to help clients avoid underwriting challenges and secure competitive premiums. With a commitment to prompt service and a track record of representing over 30 major insurance companies, we deliver customized solutions that address complex coverage needs.Our A+ rating from the Better Business Bureau reflects our dedication to transparency, reliability, and client satisfaction. By staying ahead of evolving industry trends, we ensure our clients receive comprehensive protection aligned with their specific requirements. Our expertise extends to niche areas such as ERISA compliance bonds, cyber security insurance, and employment practices liability, making us a go-to partner for financial firms nationwide. Through personalized service and deep carrier relationships, we simplify the insurance process, allowing clients to focus on their core operations with confidence.
Services
ERISA Compliance Bonds
Crime Fidelity Bonds
Employment Practices Liability Insurance
Cyber Security Insurance
Mutual Fund Fidelity Bonds
Details
- Year established: 1957
Highlights and features
- We ask the right questions to help clients avoid underwriting problems and reduce premiums.
- We stay ahead of clients' risk exposure with industry-leading products and hard-to-get coverage.
- We identify which insurance carriers are best suited to your particular risk exposure.
- We streamline the application process for faster, more efficient service.
- We promptly respond to client questions and requests for information.
Services
ERISA Compliance Bonds
ERISA compliance bonds protect retirement plans and fiduciaries from financial losses due to breaches of fiduciary responsibility. Our team specializes in securing mandatory coverage for in-house pension plans, ensuring compliance with federal regulations. With deep underwriting expertise, we help clients navigate complex risk profiles to obtain tailored bonds that mitigate potential liabilities.
Cyber Security Insurance
Cyber security insurance safeguards financial institutions against data breaches, cyberattacks, and digital threats. We provide coverage for legal fees, notification costs, and business interruptions, tailored to the unique needs of investment advisors and securities brokers. Our solutions address evolving risks while minimizing premium costs through strategic carrier partnerships.
Mutual Fund Fidelity Bonds
Mutual fund fidelity bonds protect against losses from employee dishonesty or fraud, as required by SEC Rule 17g-1. We help fund groups determine appropriate bond limits and structure coverage for directors, executives, and board members. Our approach ensures compliance while optimizing cost-effectiveness and policy customization.
Employment Practices Liability Insurance
Employment practices liability insurance covers claims related to workplace discrimination, harassment, or wrongful termination. We assist financial firms in securing policies that address industry-specific risks, including high-stakes litigation and regulatory actions. Our expertise ensures comprehensive protection aligned with organizational needs.
Securities Dealer Fidelity Bond
Securities dealer fidelity bonds protect against losses from employee misconduct in brokerage and trading operations. We specialize in hard-to-place coverage for high-risk business models, leveraging carrier relationships to secure competitive rates and tailored terms. Our solutions address the unique challenges faced by securities dealers in volatile markets.
People
Theodore Liftman
Chairman
Theodore Liftman founded the agency in 1957, establishing a legacy of expertise in financial insurance. His leadership laid the foundation for the company's specialization in complex risk management solutions.
Mark S. Liftman
President
Mark S. Liftman oversees operations with decades of experience in financial insurance. He continues the family tradition of delivering tailored coverage solutions to investment firms and securities brokers.
Angela Dennis
Bond Manager/In-House Underwriter
Angela Dennis specializes in bond underwriting, ensuring clients receive customized fidelity and surety bonds. Her expertise streamlines the process for obtaining hard-to-place coverage in regulated financial sectors.
Michael Glaser
Vice President
Michael Glaser provides strategic oversight for insurance programs, focusing on risk assessment and carrier negotiations. His deep industry knowledge supports clients in securing optimal coverage terms.
Melanie Wigmanich-Meyer
Assistant Bond Manager
Melanie Wigmanich-Meyer assists in managing bond portfolios, ensuring efficient processing and compliance with regulatory requirements. Her role supports the agency's commitment to tailored financial insurance solutions.
Questions
What types of insurance does Liftman Insurance Agency specialize in?
We specialize in financial insurance for investment advisors, mutual funds, securities brokers, and private funds, including ERISA bonds, cyber security coverage, and fidelity bonds.
How does Liftman Insurance help clients reduce insurance costs?
We streamline underwriting, identify optimal carriers, and negotiate competitive rates while addressing unique risk exposures to minimize premiums for our clients.
Can Liftman Insurance assist with hard-to-place insurance coverage?
Yes, our expertise in niche financial insurance allows us to secure coverage that other brokers may find unavailable or too costly.
What sets Liftman Insurance apart from other agencies?
Our deep industry relationships, underwriting authority for ERISA bonds, and tailored approach to risk management distinguish us as specialists in financial insurance.
