Who WE Are?
Lise Allin Insurance and Estate Planning Services has served our clients for over 25 years. Our life licensed professional agents are able to broker life insurance, disability insurance, critical illness insurance and many types of corporate and family insurance products.

Through Lise Allin and her staff, we can also provide financial solutions that create specialized named beneficiaries for estate planning and business insurance needs. As well, investment solutions like segregated funds, guaranteed investments and annuities can be added to the prudent client's portfolio.

Our life agents are well educated in analyzing the amount as well as the type of policy you may need, including term insurance, mortgage protection, whole life, 20-payment plans and universal life.

Lise Allin, a Chartered Life Underwriter and Chartered Financial Consultant is an educational leader in the field of life insurance needs and solutions. Edward Crago, B.Eng, CFP, Robert Arnoth, BA (Econ), MBA, CMA, Jane Deacon, BA, CFP and Neil Denison, with Lise are uniquely capable of providing understandable and useful life insurance solutions to the estate planning side of your financial program.

LiseAllin Insurance and Estate Planning Services has offices in Toronto Beaches, Richmond Hill, Belleville, Napanee and Kingston, Ontario.

"By informing people about what is available and working with them towards their estate planning goals, we provide an environment that supports our clients to tell us what they want. We also help them shop through excellent insurance available."

An insurance review, called a "capital needs analysis" is the pivotal beginning of buying an essential piece of insurance property.

To book your no-fee review, please call 1-613-968-6751 or 1-800-555-5898 or email us at liseallin.ceo@gmail.com
Contact Us
Main Office
One Catherine St
Belleville, ON K8P 1K8
Phone 1-800-555-5898
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