Making Lemonade? Charitable Giving Strategies in 2018 and Beyond

March 20, 2018

By Sarah Ruef-Lindquist, JD, CTFA The Tax Relief and Jobs Creation Act that was signed into law at the close of 2017 is touted as the most extensive tax reform legislation since the 1986 Tax Act, which I came to know early in my professional career as a lawyer and philanthropic advisor. In the 1986 … Read More

Sherree Craig Achieves NAHU Advanced Self-Funding Certification

February 23, 2018

Sherree L. Craig, CEBS, senior account executive in the Insured Benefits Division at Allen Insurance and Financial, has achieved an Advanced Self-Funding Certification from the National Association of Health Underwriters. The NAHU Advanced Self-Funding Certification ensures knowledge of regulatory concerns, service model options, cost-containment strategies and underwriting concepts necessary for providing advice and direction on … Read More

Deb McDonald Achieves ACSR Designation

February 16, 2018

Deb McDonald,  a business insurance account manager at Allen Insurance and Financial recently achieved the designation of Accredited Customer Service Representative in Commercial  Lines from the Independent Insurance Agents & Brokers of America. McDonald has been with Allen Insurance and Financial since 1995.  She lives with her family in Union. The ACSR designation program was … Read More

Considering Self-Funding in the Battle Against Increasing Health Insurance Costs

February 15, 2018

By Sherree L. Craig, CEBS, Insured Benefits Division With a predicted medical trend increase of 6.5% in 2018 (PwC), businesses can expect to see a bump in their health insurance costs again this year. Until the underlying issue of the cost of medical care can be controlled, company health insurance plans will be impacted with … Read More

Retirement Income Planning: The Total Return Approach Vs. the Bucket Approach

February 15, 2018

Presented by Thomas C. Chester, CFP™, AIF® Most working Americans have only one source of steady income before they retire: their jobs. When you retire, however, your income will likely come from a number of sources, such as retirement accounts, social security benefits, pensions, and part-time work. When deciding how to manage your various assets … Read More

“There is nothing like a dame”

February 15, 2018

By Sarah Ruef-Lindquist, JD, CTFA Beyond medical care, one of the few differences for how professionals approach women as compared to men is in the area of financial planning. Of course, this is has to do with differences largely beyond a woman’s control, but thoughtful recognition of the differences can have a tremendous impact on … Read More

February is for Falling … in Love?

February 8, 2018

By Sarah Ruef-Lindquist, JD, CTFA February is a month that always reminds me of falling in love…Valentine’s Day smack in the middle of the month, and I got married in March, and my husband’s birthday is in February, so it’s all about love, and falling in love. But this February has had a different kind … Read More

Regan Cahalan Joins Our Business Insurance Team

February 2, 2018

Regan L. Cahalan of Tenants Harbor has joined Allen Insurance and Financial as a business insurance account manager. She is based in the company’s Camden office. Cahalan brings with her more than 20 years of insurance industry experience, including work at both the customer and carrier level in New York and Los Angeles. Her most … Read More

Welcome Jaime Hannan-McMurrin

January 19, 2018

Jaime Hannan-McMurrin of Union has joined Allen Insurance and Financial as a processor in the company’s business insurance division. She is based in Camden. Before coming to work for Allen Insurance and Financial, Hannan-McMurrin, a native of Warren, worked for a local bank and then a local insurance agency, gaining valuable account and customer service … Read More

Travel and Trip Insurance to Protect Your Investment

January 7, 2018

It’s the time of year when people plan a getaway from the Maine winter. This means our phone starts ringing with inquiries about travel and trip insurance. 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 … Read More