Sarah Ruef-Lindquist Addresses Maine Planned Giving Council

September 25, 2018

Sarah Ruef-Lindquist, JD, CTFA, a financial planner at Allen Insurance and Financial in Camden, recently spoke on Women and Philanthropy at Maine Planned Giving Council’s conference held in South Portland attended by approximately 150 professionals involved in the gift planning industry. Attendees included development professionals and executives from non-profit organizations, and professionals who advise donors … Read More

Let’s Talk About Flood Insurance

September 24, 2018

The very first thing you need to know about flood insurance is that it is not included in a standard homeowners insurance policy. Sometimes a property is in a flood zone and a lender requires flood insurance. Perhaps the flood maps in your area have changed and your property (or part of it)  has been … Read More

Sarah Ruef-Lindquist Joins Board of Directors at Rockland Savings Bank

September 19, 2018

Rockland Savings Bank, FSB, recently announced that Sarah Ruef-Lindquist, JD, CTFA, has been named to the bank’s board of directors. A financial advisor and wealth manager at Allen Financial in Camden, Ruef-Lindquist is the first female member of the board of the 130-year-old savings bank. With Allen Insurance and Financial since 2016, Ruef-Lindquist is a … Read More

Sherree L. Craig Earns CEBS Fellowship

September 7, 2018

Sherree L. Craig, CEBS, Senior Account Executive in the Insured Benefits Division at Allen Insurance and Financial, has been awarded Fellowship standing in the International Society of Certified Employee Benefit Specialists. Craig earned this distinction by successfully completing a national employee benefits continuing education exam developed by the Wharton School of the University of Pennsylvania. … Read More

Insurance Term: Insurance to Value

August 29, 2018

Imagine how devastating it would be to lose your home in a fire. Now imagine not being able to rebuild it completely because you didn’t have the correct amount of insurance. Selecting the proper amount of coverage is the single most important decision you can make with your Homeowners policy. Without it, you may not … Read More

Proud to Be a Best Place to Work in Maine Again in 2018

August 24, 2018

Allen Insurance and Financial was recently named as one of the 2018 Best Places to Work in Maine. This is the sixth consecutive year the company has earned this recognition. 2017 Best Places to Work in Maine Companies from across the state entered the two-part process to determine the Best Places to Work in Maine. … Read More

2019 Open Enrollment Checklist for Group Health Insurance

August 17, 2018

To prepare for open enrollment, health plan sponsors should be aware of the legal changes affecting the design and administration of their plans for plan years beginning on or after Jan. 1, 2019. In addition, health plan sponsors should make sure that open enrollment packages include certain participant notices. This Compliance Overview includes an open … Read More

When it Comes to Philanthropy, Women Give More

August 4, 2018

By Sarah Ruef-Lindquist, JD, CTFA Our last installment in June about Giving USA 2017 was a positive reflection on the continued and growing generosity of American philanthropy as reflected in the report of giving shown in 2017 federal tax return data. Is there any difference between American males and females in their giving? Several studies … Read More

Libby Davis Earns CPIA Designation

July 17, 2018

Libby Davis, an assistant on the personal insurance team in the Belfast office of Allen Insurance and Financial, recently earned the designation of Certified Professional Insurance Agent (CPIA), a professional designation conferred by the American Insurance Marketing and Sales Society (the AIMS Society). The CPIA designation, received after completion of three in-depth seminars, stands for … Read More

Karen Reed Earns CPIA Designation

July 12, 2018

Karen Reed, a member of our business insurance team, recently earned the designation of Certified Professional Insurance Agent (CPIA), a professional designation conferred by the American Insurance Marketing and Sales Society (the AIMS Society). The CPIA designation, received after completion of three in-depth seminars, stands for professionalism, commitment to sales training and results, and technical … Read More