Welcoming New Employee Jane Harford

October 23, 2018

Jane Harford has joined Allen Insurance and Financial as a receptionist based in the company’s Camden office. A native of Belfast, Jane brings with her more than two decades of experience in customer service at Bank of America. Jane lives in Swanville with her husband Steve. Outside of work, she leads the children’s ministry at … Read More

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

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

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

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

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