01
For individuals
Get a second set of eyes on life insurance, retirement planning, or the questions you have not known who to ask.
Service concierge · Since 1987
Group insurance and benefits answers, without the runaround.
Insurance concierge support for individuals, employees, and employers facing a coverage or benefits decision.
The Insurance Buddy difference
Good advice should feel like help.
Clarity is an insurance service.
Insurance Buddy is the human layer inside White Light Financial’s Service Concierge System. We help you understand your group insurance, employee benefits, or personal coverage question — with discretion and a long view.
1987
Helping people and companies since
1,000+
Happy Clients and Plan Participants
$0
Cost for eligible plan participants
91%
of new clients acquired by referral
Where we meet you
One concierge.
Several next steps.
02
For plan participants
If your employer plan is one we service, our guidance is part of your benefits — confidential and at no cost to you.
03
For employers
Build a benefits strategy that can keep pace with regulations, costs, enrollment, and the people you are responsible for.
A practical place to begin
You do not have to figure it out alone.
Tell us what is on your mind. We will listen, explain the options, and let you know whether our team can help.
Talk to Insurance BuddyNeed a simple term-life quote?