Anthem Recognizes Anna Moorman for 2018 Sales

May 14, 2019

Anna Moorman of Allen Insurance and Financial has received the Silver Award for Medicare Sales for her work with Anthem in 2018. Moorman placed eighth out of 181 brokers for top sales and seventh for Medicare Supplement Sales in the State of Maine. Moorman has been with Allen Insurance and Financial for more than six … Read More

Welcoming Nikki Castellano

May 6, 2019

Nikki Castellano has joined Allen Insurance and Financial as an assistant in the company’s benefits division. A native of Pleasant Valley, N.Y. and graduate of Newbury College in Boston, Castellano’s work supports the Allen Insurance benefits division staff at their Chestnut Street location in Camden. Castellano lives in Camden with her husband and their two sons. Outside of … Read More

Jane Harford Earns State Insurance License

April 18, 2019

We are pleased to announce that Jane Harford has obtained a license to sell property and casualty insurance in the state of Maine. Jane is a member of the support staff at the agency’s Camden office. A resident of Belfast, she joined the company in 2018. The state-issued study guide for insurance licensing is 400+ … Read More

As Financial Advisors, We are Not Afraid to Use the F-Word: “Fiduciary”

April 11, 2019

Several years ago there was a lot in the news about a fiduciary rule that was going to change how advisors worked; the imposition of a fiduciary standard of behavior meant that advisors would have to make decisions and recommendations for their clients in their clients’ best interests, and not their own. Otherwise, advisors could … Read More

Doing Well by Doing Good? The Increasing Practice of Socially Responsible Investing

February 26, 2019

There are many ways to be well.  Most people consider wellness to include physical health and well-being. Some would also consider emotional, financial and spiritual wellness as worthy of their attention, and devote time and resources to addressing issues to promote those types of wellness. For many investors, this approach aligns with their desire to … Read More

Helpful Info: Health Savings Account Contribution Rules

February 15, 2019

Many employers offer high deductible health plans (HDHPs) to control premium costs and pair this coverage with HSAs to help employees with their health care expenses. Due to an HSA’s potential tax savings, federal tax law includes strict rules for HSA contributions. Click here for a Compliance Overview summarizes the contribution rules for HSAs.  (PDF, … Read More

Planned Giving Topic of Workshop for Local Non-Profits

February 15, 2019

Allen Financial of Camden advisors and wealth managers Abraham Dugal and Sarah Ruef-Lindquist, JD, CTFA, were the featured speakers for United Midcoast Charities at Allen’s offices in Camden in early February. They spoke about issues surrounding how to grow endowments through planned giving, when donors seek to provide long-term support through gifts that can be … Read More

Enews for Non-Profits,
February 2019

February 14, 2019

The impact of 2017 tax reform on charitable giving and the rise of donor-advised funds. That and more in Sarah Ruef-Lindquist‘s latest enews for non-profits. http://ow.ly/xDjv30nHIEo Want to subscribe? Email newsletter@allenif.com

Our Agency
Does Not Make Robocalls

February 12, 2019

We have had a report of a customer receiving a robocall from (207) 596-2038, identifying as from “Allen Agency” and offering a free health exam. We would like to let you know that we are not making any such calls.

Making the Case for a Three- to Six-Month Reserve Fund

February 4, 2019

The news has been full of stories about the fallout from the federal government furlough while congress and the administration iron out a budget for 2019.  Federal employees missing two paychecks as of this writing have reported that are not able to take a planned vacation, close on a house purchase or car, pay rent … Read More