The Floyd Investment Group - Logo

We Never Forget Its Your Money

Indexed Universal Life in Lakeland, FL and Surrounding Areas

Over 29 Years of Financial Planning Experience

Appointments Within a Week

Free Financial/Retirement Planning Consultations

Hours:

Request Consultation

Hero Request Form


Index Universal Life Insurance with The Floyd Investment Group

Secure your financial future with help from The Floyd Investment Group. Our index universal life insurance policies offer a unique blend of life insurance and investment opportunities, designed to help you accumulate assets while providing tax-free income and death benefits.


Located in Lake Wales, FL, our family-owned business has been serving the community since 2016, bringing over 29 years of experience in financial planning. Contact us today to learn more about how we can meet your financial needs.


When to Seek Professional Help for Indexed Universal Life Lakeland, FL Relies On

Knowing when to consult a professional about index universal life insurance can be crucial for your financial well-being. Here are some signs that it might be time to get in touch with us:


  • Uncertain about your financial future
  • Looking to accumulate assets
  • Need tax-free income options
  • Concerned about providing for your family after your passing
  • Interested in combining life insurance with investment opportunities


Call (863) 837-3740 to discuss how our Index Universal Life insurance can address these needs.


The Benefits of Indexed Universal Life in Winter Haven, FL

Working with a professional for your index universal life insurance offers numerous advantages. Here’s what you can expect:


  • Comprehensive financial needs analysis
  • Personalized investment strategies
  • Professional advice on tax-free income
  • Peace of mind with death benefits
  • Long-term asset accumulation


Our team is dedicated to providing you with the best financial planning services. Contact us to get started.


Advantages of Choosing The Floyd Investment Group

Choosing The Floyd Investment Group for your index universal life insurance needs comes with several benefits:


  • Appointments within a week
  • Family and locally owned and operated
  • Free consultations
  • Over 29 years of experience
  • Personalized service tailored to your exact needs


Reach out to us today to pursue a secure financial future with our professional services.


Contact The Floyd Investment Group

Ready to take the next step in securing your financial future? Get in touch with The Floyd Investment Group today. Our team is here to provide you with the expertise and personalized service you need to work toward your financial goals.

Reviews


We Offer a Full Analysis of Your Financial Needs

Call The Floyd Investment Group today for the index universal life insurance you're interested in.

(863) 837-3740

(863) 837-3740
Index Universal Life Insurance Product Brochure
Share by: