Frequently Asked Questions

Rest assured, as a plan participant of a company we are the Broker of Record for, there is never a cost for you to use Insurance Buddy.  We just want to help you!

We are not a fee-based financial services firm which means there is never a fee to request specific consultation such as a retirement planning analysis, life insurance needs analysis or safe money profile report.

Easy, get started by clicking this link: Free Retirement Check Up. 

Any information you share will be kept confidential and not shared with anyone else unless expressly approved by you. 

(e.g. Please send Blue Cross Customer Service my Bill that I believe is in error).

We do not market or sell individual P&C products like Home and Auto Insurance.