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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!

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Your Changing Definition of Risk in Retirement

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Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.