Webmaster No Comments

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®.

Webmaster No Comments

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.

Webmaster No Comments

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.

Webmaster No Comments

Cameron Gartley Earns AAI Designation

Cameron Gartley

Cameron Gartley

Allen Insurance and Financial is pleased to announce that Cameron Gartley has earned an Accredited Adviser in Insurance designation from the American Institute for Chartered Property Casualty Underwriters.

Gartley is a personal insurance account executive in the company’s Camden office.

Designations such as AAI demonstrate an insurance broker’s tested knowledge in their field. Allen Insurance and Financial supports all its employees in their efforts to continue their education.

The AAI program requires nine separate exams; the course outlines risk analysis techniques and tools, while providing an in-depth understanding of commercial insurance products and services.

Webmaster No Comments

Amanda Corson Earns CIC Designation

Amanda Corson, a personal insurance account executive with LS. Robinson Co.

Amanda Corson

Amanda Corson

insurance, has earned the designation of Certified Insurance Counselor.

The professional dedication and commitment represented by this achievement sets the standard within the insurance industry. Corson earned the designation through a series of rigorous written exams focusing on all major fields of insurance, agency operations and insurance management.

“Amanda’s emphasis on professional development continues to set a great example for her colleagues and shows her deep commitment to making sure they receive her best possible insurance counseling,” said Michael Pierce, company president.

A Bar Harbor native, Corson is a graduate of MDI High School and the University of Maine in Orono. She also holds the ACSR (Accredited Customer Service Representative) and AAI (Accredited Advisor in Insurance) designations.

Webmaster No Comments

Libby Davis Earns CPIA Designation

Libby Davis, ACSR, CPIA

Libby Davis, ACSR, CPIA

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 professionalism, commitment to sales training and results, and technical knowledge. The designation requires a bi-annual continuing education update.
Davis has been with the company since 2006. She also holds the Accredited Customer Service Representative in Personal Lines designation.
The AIMS Society is the only insurance organization dedicated solely to recognizing training and service quality among property and casualty insurance personnel. The mission of the AIMS Society is to improve the selling skills and insurance knowledge of its members by upgrading professionalism through information and education, which will result in providing better service to the insurance-buying public.

Webmaster No Comments

Karen Reed Earns CPIA Designation

Karen Reed

Karen Reed, CRIS, CPIA

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 knowledge. The designation requires a bi-annual continuing education update.
Reed, of Appleton, has been with Allen Insurance and Financial for 25 years and specializes in insurance for contractors and large businesses. She is also certified as a Construction Risk and Insurance Specialist (CRIS), and is a member of the Maine Association of Building Efficiency Professionals.
The AIMS Society is the only insurance organization dedicated solely to recognizing training and service quality among property and casualty insurance personnel. The mission of the AIMS Society is to improve the selling skills and insurance knowledge of its members by upgrading professionalism through information and education, which will result in providing better service to the insurance-buying public.

Webmaster No Comments

Holly Shields Earns CPIA Designation

Holly Shields

Holly Shields

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 training and results, and technical knowledge. The designation requires a bi-annual continuing education update.
Shields has been with L.S. Robinson since 2008. She also holds the Accredited Customer Service Representative in Personal Lines designation.
The AIMS Society is the only insurance organization dedicated solely to recognizing training and service quality among property and casualty insurance personnel. The mission of the AIMS Society is to improve the selling skills and insurance knowledge of its members by upgrading professionalism through information and education, which will result in providing better service to the insurance-buying public.
L.S. Robinson Co. is a division of Allen and Financial,operating in Southwest Harbor, Maine.

Webmaster No Comments

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

Chris Richmond

Chris Richmond

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 with mariners and boat yard owners in Maine and around the U.S. and heads up a marine insurance program endorsed by Tall Ships America, working with the owners and crew of the nation’s most historic sailing vessels. Richmond also holds the Accredited Advisor in Insurance (AAI) designation from The Institutes Risk & Insurance Knowledge Group and is a member of the board of directors of the Maine Marine Trades Association.