Baldwin Risk Partners (BRP), a Tampa, Fla., based insurance distribution holding company, has completed the formation of its partnership with the Medicare Division of Trilogy Financial Group, a financial agency based in Ocala, Fla.
The partnership, which finalized on Oct. 15, 2018, marks BRP’s continued Medicare expansion in Central Florida. This year alone, BRP has augmented their Medicare services through partnerships in both the Ocala and New Port Richey, Fla., markets.
Kim Beam, Trilogy Group CEO, said the partnership will serve to enhance the client experience and improve the Trilogy 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.
Topics Florida Mergers & Acquisitions
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