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

Meesha Bodman Earns Safeco Insurance® Award of Excellence for Superior Underwriting Skill

July 12, 2018

Meesha Bodman of Allen Insurance and Financial has earned the Safeco Insurance Award of Excellence, an honor recognizing superior underwriting skill that is achieved by a select group of agents across the country who sell Safeco Insurance. “We are proud to say  that Meesha is again part of this elite group of insurance agents,” said … Read More

Holly Shields Earns CPIA Designation

July 10, 2018

Holly Shields, a member of the personal insurance team at L.S. Robinson Co. insurance, 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 … Read More

Live Well, Work Well Newsletter – July 2018

July 10, 2018

We’re sharing the July 2018 Live Well, Work Well newsletter which our Insured Benefits Division sends to our clients. Here is a PDF. This month’s topics: A call by the World Health Organization for a ban on Artificially Produced Trans Fat. Don’t use wet as an indicator for a successful workout. Smarter snacking. A recipe for … Read More

Chris Richmond Earns CMIP Designation From International Institute for Marine Insurance Studies

July 6, 2018

Chris Richmond, a member of the marine insurance division at  Allen Insurance and Financial, recently earned the designation of Certified Marine Insurance Professional (CMIP) from the International Institute for Marine Insurance Studies. CMIP is the premier practical training and designation program in marine and longshore insurance. Richmond, a licensed mariner and former schooner captain, works … Read More

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.