Baldwin Risk Partners Announces Partnership with Trilogy Financial Group’s Medicare Division
TAMPA, FL (October 23, 2018) – Baldwin Risk Partners, a Tampa, Florida based insurance distribution holding company, is pleased to announce the closing of their partnership with the Medicare Division of Trilogy Financial Group, an Ocala, Florida based financial agency.
The partnership, which finalized on October 15, 2018, marks BRP’s continued Medicare expansion in Central Florida. This year alone, BRP has augmented their Medicare services through partnership in both the Ocala and New Port Richey, FL markets.
“Our team is thrilled to combine resources with BRP Medicare,” said Kim Beam, Trilogy Group Chief Executive Officer. “The decision to team up with BRP is a strategic move for us. The partnership will serve to enhance the client experience and improve our team’s efficiency when delivering services.”
Trilogy Financial Group’s Medicare division contributes to Trilogy’s retirement services, annuity marketing and estate planning. The Group has been active in Lake, Sumter, Marion counties and beyond since 2008.
“We’re thrilled to partner with the Medicare Division of Trilogy Group,” said Chase Bedsole, BRP Medicare President. “Their team has a terrific reputation of providing outstanding services to the people of Ocala and surrounding communities. With our combined resources, we can ensure the continuation of providing the most innovative and complete Medicare solutions to this community for years to come.
About Baldwin Risk Partners
BRP is an award-winning entrepreneur owned and inspired insurance distribution holding company delivering solutions that give our clients the peace of mind to pursue their purpose, passion and dreams. BRP supports our Partners, clients, colleagues, insurers, and communities through the deployment of best in class resources and capital to drive organic and partnership growth. Together with our partner firms, we are innovating the industry by taking a holistic and tailored approach to risk management, insurance, and employee benefits. Our growth path includes increased geographic representation across the U.S., expanded client value propositions and new lines of insurance to meet the needs of evolving lifestyles, business risks, and healthcare funding. This year, BRP was ranked the # 3 Fastest Growing Broker by Business Insurance. BRP is a destination employer supported by an award-winning culture, powered by exceptional people and fueled by industry-leading growth and innovation.
About Trilogy Financial Group
Trilogy Financial group is an Ocala, Florida based financial agency dedicated to helping clients work towards achieving financial goals and to provide clients with a “worry free” retirement. Trilogy specializes in retirement, estate, insurance, tax and investment consultation services.