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Presenting Our Clients With Uncommon Knowledge

With headquarters in Melville, New York, Insignis Financial Group LLC has created a unique and powerful Insignis Process, helping clients move towards & maintain an improved level of financial balance. Our fully integrated methodology enables clients to more effectively achieve their goals through active, truly optimized decision making. 

By working with and coordinating all of your advisors, carriers and other providers, we eliminate the blind spots in your planning. Because optimized decisions cannot be made in individual silos, we put an emphasis on the big picture. At Insignis Financial, we change the conversation from product to process. 

With more than 40 years of combined experience as a process-driven leader in protection, financial and investment management services, Insignis can lead you down the path to sustained success, which will allow you to have more, enjoy more and leave more!

Helpful Content

Financial well-being for everyone: Affordable whole life

Financial well-being for everyone: Affordable whole life

New types of policies put whole life protection within reach and make the application process simpler than ever.

Navigating Retirement Pitfalls

Navigating Retirement Pitfalls

Why are they made again and again? Making sense of these errors in judgement.

Leaving Your Lasting Legacy

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.