Liftman Insurance Releases the Financial Insurance Guide for Investment Advisors

BOSTON, Oct. 24, 2012 /PRNewswire-iReach/ -- Liftman Insurance has released the Financial Insurance Guide for Investment Advisors. The guide provides investment advisors with an overview of financial insurance and highlights the issues they need to be aware of in 2012 and beyond.

Shown to advisors for the first time at the National Advisors Trust 2012 Tech/Ops Compliance Conference, the guide was extremely well-received. "Our goal in creating the guide was to educate advisors about the risks they face," according to Mark Liftman, President of Liftman Insurance, ". . .and to help them understand the coverage options."

Topics covered include:

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

The Financial Insurance Guide for Investment Advisors is free to advisors and they can download the pdf at

About Liftman Insurance
Since 1957, Theodore Liftman Insurance, Inc. has focused exclusively on providing competitive insurance which meets the specialized requirements of the investment community. The firm offers Errors & Omissions Liability, Directors & Officers Liability, ERISA Bonds, Fidelity Bonds, State Surety Bonds, STAMP Guarantee Bonds, Cyber Fraud Coverage and more.

Media Contact: Mark Liftman Liftman Insurance, 617-439-9595,

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SOURCE Liftman Insurance

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