Travel and Trip Insurance to Protect Your Investment

June 19, 2018

Vacations can sometimes cost thousands of dollars so it is important to have the proper insurance protection in case the cruise or tour operator goes bankrupt or you need to cancel the trip due to illness or other unforeseen events. There are four major types of travel insurance, although you can also purchase packages that … Read More

Record-Breaking U.S. Charitable Giving in 2017 Tops $400 Billion

June 14, 2018

By Sarah Ruef-Lindquist According to Giving USA 2018, for the first time in history annual US charitable giving exceeded $400 billion, with $410.02 billion in charitable gifts in 2017. The report is available at www.givingusa.org. Their report, published annually by Giving USA Foundation, The Giving Institute and the Indiana University Lilly Family School of Philanthropy, … Read More

Rate Hikes Sought by Maine’s ACA Insurers

June 6, 2018

Maine’s two leading providers of Affordable Care Act-compliant individual health insurance are requesting average rate increases of just over 9 percent in 2019, and smaller increases if a state-run reinsurance program is revived. Maine media has covered this news, including this story from the  Portland Press Herald.  Click here.

Planning Giving Seminar for Area Non-Profits

May 24, 2018

Allen Financial of Camden advisors and wealth managers Sarah Ruef-Lindquist, JD, CTFA, and Abraham Dugal were the featured speakers at an event attended by a number of Maine non-profit organizations, held at and hosted by the Island Institute in Rockland. Dugal and Ruef-Lindquist presented the program “The Ultimate Equation: Donor Passion + Thoughtful Planning = … Read More

Anna Moorman Recognized for Medicare Sales Production

May 16, 2018

Anna Moorman of Allen Insurance and Financial has been recognized as a top Medicare producer in Maine. Moorman is one of two agents at the company who specialize in the complex market of Medicare insurance, working with a number of insurance carries to give customers a range of choices to suit their needs. Moorman and … Read More

Sarah Ruef-Lindquist Featured Speaker at May meeting of the MDI Nonprofit Alliance

May 11, 2018

Sarah Ruef-Lindquist, JD, CTFA of Allen Financial was the featured speaker at the May meeting of the MDI Nonprofit Alliance (MDINA) held recently at the Acadia National Park Headquarters offices. MDINA is a collaborative group of nonprofits in the Mount Desert Island area who share event planning, development and other resources, including educational programming, to … Read More

Welcoming Charles Luce

May 10, 2018

Charles Luce has joined Allen Insurance and Financial as a Group Benefits Account Manager in the company’s Benefits Division. Luce, who has his State of Maine Life, Accident & Health Producer’s license, will work with clients on a variety of insurance products, including group health, life, dental and disability insurance. Luce is based at the … Read More

2017 Tax Reform and the Impact on Alimony Decreed After 2018: Divorce is Hard Enough…Don’t be Blind-Sided by This One!

May 9, 2018

By Sarah Ruef-Lindquist For as many years as I can recall, when a party to a divorce was ordered to pay alimony, their “consolation prize” was that the amount was deductible for federal income tax purposes. This was usually tax efficient for the parties overall, since the payor of the alimony was usually in a … Read More

Meet Our Medicare Team at the MidCoast Senior Expo

May 1, 2018

Join Jo-Ann Neal and Anna Moorman at the MidCoast Senior Expo, Friday, May 18 from 9 a.m. to 2 p.m. at the Elk’s Lodge, 210 Rankin Street in Rockland. Jo-Ann and Anna  will be ready to answer questions about Medicare.  The event is expected to draw 32 exhibitors and is sponsored by Maine Senior Guide. … Read More

Wendy Byrd, Group Benefits Account Manager, Obtains Life & Health License

April 30, 2018

Wendy Byrd, group benefits account manager at Allen Insurance and Financial, has obtained her State of Maine Life and Health  insurance license so that she can help clients with a variety of insurance products, including health, life, dental and disability insurance. Byrd joined Allen Insurance and Financial in July 2017 and is based in the … Read More