Relation Insurance Services (“Relation”) announced today their acquisition of the assets of Bridlewood Insurance Services, Inc. (“Bridlewood”). The transaction went into effect on August 1, 2025; terms of the transaction were not disclosed.

“I started Bridlewood to help people navigate the maze we call Medicare after I saw the confusion my mother went through once she became eligible,” said Jeff Wetzel, president and CEO of Bridlewood. “Joining Relation—and leveraging their extensive national resources, carrier relationships, and strong service support—is going to enable us to reach so many more people in need. We’re excited for the future!”

Bridlewood specializes in Medicare coverage, including Medicare A and B, Medicare Advantage (part C), Medicare prescription drug (part D), and Medicare supplemental plans. Based in San Diego, California, Bridlewood is one of the fastest growing Medicare agencies on the west coast and in multiple metropolitan areas across the country. Jeff will continue managing the San Diego office and will provide Medicare expertise across the Relation footprint.

“We’re thrilled to welcome Jeff and the Bridlewood team to Relation,” said Tim Hall, chief executive officer of Relation. “They are leaders in the industry with a long track record of sustained success, and we are excited about the knowledge and capabilities they will add to our services. We look forward to working and growing with them in the future.”

About Relation’s Mergers & Acquisitions

Relation Insurance Services is actively seeking partnerships to expand its offerings, industry expertise, and geographic footprint. Relation offers a seat at the table to insurance entrepreneurs with equity ownership opportunities and a people-first approach that optimizes outcomes for employees and clients. For more information on joining the Relation family of brands, visit www.relationinsurance.com/partner-with-us.

About Relation Insurance Services, Inc.

Relation Insurance Services is an insurance brokerage that offers superior risk management and benefits consulting services across the United States. It is ranked by Insurance Journal within the top 25 largest agencies in the country by revenue and has approximately 1,350 employees across more than 100+ locations nationwide. Relation is a privately held corporation backed by Aquiline Capital Partners, a private equity firm based in New York and London investing in businesses globally across financial services and technology. Visit: www.relationinsurance.com for more information.

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“Joining Relation—and leveraging their extensive national resources, carrier relationships, and strong service support—is going to enable us to reach so many more people in need. We’re excited for the future!”