Variable Annuity Investments

Pursue a Secure Financial Future

At The Floyd Investment Group, we specialize in offering comprehensive financial planning services, including variable annuities, to help you secure your future. Located in Lake Wales, FL, our family-owned business has been serving the community since 2016.

With over 29 years of experience, we provide free consultations and a full analysis of your financial needs. Our team works hand in hand with clients to identify the best options for legacy planning, income, and principal protection. Contact us today to discuss how we can help you achieve your financial goals.

What is a Variable Annuity?

Variable Annuities, when used properly, can be a very powerful tool for use in a comprehensive financial plan. They can provide potential growth opportunities with legacy planning , income, and principal protection through the use of appropriate available riders. However, it is very important to understand these complex products in their entirety. Investors need to be aware of and carefully consider not only the advantages of variable annuities, but also the potential drawbacks. These include: potential loss scenarios, fees, expenses, and limitations of each specific product and rider.

At The Floyd Investment Group, we have extensive knowledge of each and every variable annuity product we recommend, and we make certain that each client has a fundamental understanding of the advantages and drawbacks of those products. When selecting a variable annuity program, we believe that it is of paramount importance to match the needs of each client with the appropriate annuity because many have unique features tailored to unique needs.

We work with a number of variable annuity and insurance companies and would be more than happy to discuss your personal situation and how an annuity may or may not be in your best interests. Call us today to learn more about your options.

Our Most Popular Variable Annuity Providers

• Jackson National Life
• Transamerica
• Pacific Life
• Prudential
• Delaware Life

When to Consider Variable Annuities

Understanding when to seek professional advice on variable annuities can be crucial. Here are some indicators that it might be time to get in touch with us:

• Uncertainty about future income
• Concerns about protecting your principal
• Need for legacy planning
• Pursue a secure financial future
• Confusion about fees and expenses
• Desire for potential growth opportunities
• Worry about potential loss scenarios

Let us help you to understand the limitations of each specific product and rider. We have extensive knowledge of each and every variable annuity product we recommend. We also understand the advantages and drawbacks. Contact us to explore how variable annuities can fit into your financial plan.

The Benefits of Professional Guidance

Choosing a professional for your variable annuities can offer numerous advantages:

• Professional knowledge of various products
• Comprehensive understanding of advantages and drawbacks
• Tailored solutions for your specific needs
• Full analysis of financial requirements
• Personalized service and attention

Call (863) 837-3740 to benefit from our extensive experience and personalized approach.

The Floyd Investment Group is the Smart Choice

There are compelling reasons to reach out to The Floyd Investment Group immediately:

• Appointments available within a week
• Free consultations
• Family and locally owned and operated
• Over 29 years of experience
• Work hand in hand with clients

Contact us today to secure your financial future with variable annuities.

Contact Us

Don’t wait to secure your financial future. Get in touch with The Floyd Investment Group to discuss your needs and explore the best variable annuity options for you.