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Chris Richmond Earns CIC Designation

Chris Richmond, AAI, CMIP

Chris Richmond, AAI, CMIP

Chris Richmond, a member of the business insurance team at Allen Insurance and Financial, has earned the designation of Certified Insurance Counselor, one of the insurance industry’s most highly respected designations.

“CICs are recognized for expertise and commitment to the industry and it is no surprise this is a designation Chris has chosen to pursue,” said Michael Pierce, president of Allen Insurance and Financial. “A CIC designation is a benefit to Chris, to his clients and to everyone at our agency.”

Based at Allen’s office in Camden, Richmond  works with a range of business insurance clients,  specializing in marine-related industries.

He also holds the  Accredited Advisor in Insurance (AAI) and the Certified Marine Insurance Professional (CMIP) designations.

The Certified Insurance Counselor program is maintained by the National Alliance for Insurance Education & Research. Earning the designation is just a first step on a path of rigorous, annual continuing education.

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Abraham Dugal Now a CERTIFIED FINANCIAL PLANNER™ Professional

Abraham Dugal

Abraham Dugal

Abraham Dugal, a financial advisor at Allen Insurance and Financial, has achieved the designation of CERTIFIED FINANCIAL PLANNER™ Professional.

A member of the Allen Financial team since 2015, Dugal works with individuals, families, business and non-profit organizations providing investment management, risk management and financial planning services aligned with helping them to meet their financial goals.

The CFP® designation has become the most recognized in the financial planning community. Requirements include meeting stringent education and experience standards and a rigorous 10-hour exam. Dugal joins his colleagues Michael Pierce and Thomas C. Chester as the third CFP® on the Allen Financial staff.

“Abe’s efforts demonstrate his deep commitment to continuing professional development,” said Mike Pierce, company president. “Now more than ever our clients are well served by dedication to the requirements of programs such as these.”

A native of Lincolnville, Dugal is a graduate of Camden Hills Regional High School and Babson College in Wellesley, Mass., where he majored in business management with a concentration in finance. He holds FINRA Series 66 and 7 securities registrations. He lives in Camden with his wife and son.

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Stephanie French Earns Marine Insurance Designation

Stephanie French

Stephanie French

Stephanie French,  a member of the business  insurance team at Allen Insurance and Financial, has earned the Certified Marine Insurance Professional designation from the International Institute for Marine Insurance Studies.

The CMIP designation emphasizes critical skills in insurance underwriting, coverages marketing and client services for the marine and longshore industry.

Requirements include:

  • Insuring Waterfront Businesses
  • Insuring Marine Employees
  • Recreational Marine Insurance
  • Insuring Vessel Owners & Operators

“All of us here at Allen are incredibly proud of Stephanie’s professionalism and commitment to our marine industry customers,” said Dan Bookham, vice president of business development at Allen Insurance and Financial. “Stephanie’s certification and the continued education required to maintain it will serve our clients and our company well in this always-changing industry.”

French is an account manager in Allen’s  business insurance division. She has been with the company since 2010. She also holds the Accredited Customer Service Representative designation.

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Mallory Arsenault Earns CPIA Designation

Mallory Arsenault

Mallory Arsenault, ACSR, a member of the business insurance team at Allen Insurance and Financial, has earned the Certified Professional Insurance agent designation from the American Insurance Marketing and Sales Society.

The CPIA designation emphasizes critical skills in insurance underwriting, coverages marketing and client services.

An account manager based in the company’s Camden office, Arsenault works with business insurance clients across a variety of industries.

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Jennifer Coffin Earns CPRM Designation

Jennifer Coffin, ACSR, a member of the personal insurance team at Allen Insurance and Financial, recently earned a Certified Personal Risk Manager (CPRM) designation, issued by the National Alliance for Insurance Education and the Council for Insuring Private Clients.

The CPRM designation focuses on all major fields of personal client risk management, coverage differences, lifestyle analysis and protection, and the practical applications of risk management. This achievement signifies a commitment to continuing education.

Coffin also holds the Accredited Customer Service representative (ACSR) designation. She joined Allen Insurance and Financial in 2004.

Jennifer Coffin, ACSR
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Patrick Chamberlin Earns CIC Designation

Patrick Chamberlin, a member of the business insurance team at Allen Insurance and Financial, has earned the designation of Certified Insurance Counselor, one of the insurance industry’s most highly respected designations.

“CICs are recognized for expertise and commitment to the industry and it is no surprise this is a designation Patrick has chosen to pursue,” said Michael Pierce, president of Allen Insurance and Financial. Earning the designation is just a first step on a path of rigorous, annual continuing education, Pierce noted.

Based at Allen’s office in Camden, Chamberlin works with business insurance clients across a wide spectrum of industries. He also holds the Management Liability Insurance Specialist and Commercial Lines Coverage Specialist designations.

The Certified Insurance Counselor program is maintained by the National Alliance for Insurance Education & Research.

Patrick Chamberlin, CIC
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Meesha Luce Earns CPIA Designation

Meesha Luce, ACSR

Meesha Luce, ACSR, a member of the personal insurance team at Allen Insurance and Financial, has earned the Certified Professional Insurance agent designation from the American Insurance Marketing and Sales Society.

The CPIA designation emphasizes critical skills in insurance underwriting, coverages marketing and client services.

Meesha is a member of the MIAA Young Agent Committee, and was named Maine’s Young Agent of the Year in 2017. She joined Allen Insurance and Financial in 2006.

She also holds an Accredited Customer Service representative (ACSR) designation. A graduate of Medomak Valley High School, Luce lives in Hope.

“All of us here at Allen are incredibly proud of Meesha’s professionalism and commitment to both customers and community,” said Scott Carlson, personal insurance division manager at Allen Insurance and Financial. “Meesha is a real embodiment of our company’s values.”

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Tom Chester Earns CPFA Designation

Tom Chester Allen Financial Camden Maine

Thomas C. Chester, CFP™, AIF®, CPFA

Thomas C. Chester, a financial advisor at Allen Financial in Camden, has earned the designation of Certified Plan Fiduciary Advisor from the National Association of Plan Advisors.

The Certified Plan Fiduciary Advisor (CPFA) credential — developed by some of the nation’s leading advisors and retirement plan experts — demonstrates knowledge, expertise and commitment to working with retirement plans.

Plan advisors who earn their CPFA demonstrate the expertise required to act as a plan fiduciary or help plan fiduciaries manage their roles and responsibilities.

Chester has been with Allen Financial since 2005. He has FINRA Series 6, 7, 63, and 66 registrations and he is a CERTIFIED FINANCIAL PLANNER™ Professional and Accredited Investment Fiduciary®.

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Sherree L. Craig Now Licensed as an Insurance Consultant in Maine

Sherree L. Craig, CEBS

Sherree L. Craig, CEBS

Sherree L. Craig, CEBS, Senior Account Executive in the Benefits Division at Allen Insurance and Financial, is now a licensed insurance consultant in Maine.

“Sherree’s efforts demonstrate her deep commitment to continuing professional development,” said Mike Pierce, company president. “This commitment is important to all of our insurance divisions but it is especially so in the always-changing field of employee benefits.”

Craig holds Fellowship standing in the International Society of Certified Employee Benefit Specialists through the Wharton School of Business, and an advanced certification in self-funding from the National Association of Health Underwriters.

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Patrick Chamberlin Earns a Management Liability Insurance Specialist Designation

Patrick Chamberlin

Allen Insurance and Financial is pleased to announce that Patrick Chamberlin has earned a Management Liability Insurance Specialist designation from the International Risk Management Institute.

Chamberlin is a business insurance producer in the company’s Camden office.

This insurance certification recognizes specialized expertise in the fundamentals of professional liability insurance and the more specific nuances of directors and officers liability, employment practices liability and fiduciary liability exposures and insurance.