Insurance Buddy logoInsurance BuddyBy White Light Financial
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About Insurance Buddy

A human answer to a complicated insurance system.

Insurance Buddy is a separate website owned and operated by White Light Financial, Inc. We exist to make personal service feel present when people need it most.

Advisor listening to a business owner during a benefits consultation

The service concierge system

Experience is useful when it is shared.

For more than three decades, White Light Financial has helped employers, employees, and individuals navigate insurance and benefits with a long-term view. Insurance Buddy is the front door: a place to ask the honest question and get a useful answer.

When a need reaches beyond one discipline, the firm’s Synergy Partners bring recognized expertise in actuarial, underwriting, compliance reporting, enrollment, HR technology, pension, and retirement planning. Explore the insurance and benefits services.

Licensed to help

Local perspective.
Broader reach.

CA

License 0684974

NV

License 86131

FL

License P142187

TX

License 2728514

Service presence includes San Diego, Las Vegas, and Orlando. Ask how we can help with your situation.