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Central to our success is our agents, who are widely recognized as the best trained professionals in the industry. Our team of skilled, dedicated men and women are committed to being the best and understanding what it means to make a difference in peoples lives. 

Our People

It's comforting to know I have a local agent that answers the phone when I have questions instead of a computer that never quite answers me.

Testimonials

Missy Smith, 28 yrs. old

I have had the privilege of working with Trilogy for 8 yrs. The amount of one on one time and attention to details in my portfolio has made me extremely confident in My agent.

Alene,  77 yrs. old

Trilogy not only answers my questions and concerns but my agent has the fortitude to guide me in areas I haven't planned for. When that happens I know I'm speaking to a professional. 
 

Brian, 35 yrs old

Insurance Solutions in Ocala & The Villages, FL

 

 

Welcome to Trilogy Insurance Group,

 

At Trilogy Insurance Group we provide access to a wide range of insurance products as well as financial planning and investment options. We service the areas in and around Ocala & The Villages, FL with exceptional coverage solutions for every stage of life. We offer a personal touch and a caring approach that has allowed us to develop long lasting relationships with each of our clients.

 

As a part of sound retirement planning, we offer medicare and social security recipients financial insurance options that can best meet their individual needs and life time income goals. Trilogy Group assists each client with developing a suitable financial plan while ensuring all insurance coverage needs are met with affordable premiums. Whether you are considering 401K plans, or annuities, we will guide you every step of the way in selecting the financial products which meet your long term and short term goals. We offer an individualized approach that provides each client with the customized care they deserve.

Areas of Practice

 

Investing

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Retirement

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Life Insurance

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Annuities

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Health Insurance

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​Estate Planning

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Major Medical

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Medicare

Comprehensive Insurance Options

 

 

Trilogy Insurance group provides comprehensive insurance options which include both term life insurance and whole life insurance. If you have any questions about the type of insurance coverage that is best for you, we would be happy to assist you in making the best selection. Contact us by calling (352) 624-8814. Additionally, if you would like an in person consultation, you can visit our office which is located at 814 E. Silver Springs Blvd Suite H. Ocala, FL 34470. We look forward to helping you meet all of your life insurance, annuities, and health insurance needs.

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