Welcome to Floyd Financial group

Welcome to Floyd Financial group

Welcome to Floyd Financial group

about us

Protecting Futures

 We have years of experience helping clients prepare for the unknown and protect what

matters the most.

Ask us about:

• Estate Planning
• Trust/Will

• Retirement Planning
• Life Insurance
• Term Insurance
• Final Expense
• Whole Life Insurance

• Index Universal Life
• Be Your Own Banker
• Mortgage Protection

• Medicare
• Critical Illness

• Disability

• Self-Employed

• Children's Headstart Plans

• Hospital Indemnity

• College Savings Plans

• Long Term Care

• Supplemental Health

• Small Business

We work with a wide range of products to help you find the best solution that fits your unique needs and goals.

Learn More

Assessing Needs

Many financial experts will tell you some unforeseen events and a lack of the right kind of financial products can spell trouble quickly. Call us today, and we'll analyze your needs and get you covered quickly at the right price and the right fit for your goals.

Building Relationships

Everyone has different financial needs and budgets. We build an on-going relationship with you to educate and answer your questions to determine the right products for your current financial concerns.

 Call us today for a personalized business or individual assessment and find out how we can help protect your hard-won assets.

about us

Protecting Futures

 We have years of experience helping clients prepare for the unknown and protect what matters the most.

Ask us about:

• Estate Planning
• Trust/Will

• Retirement Planning
• Life Insurance
• Term Insurance
• Final Expense
• Whole Life Insurance

• Index Universal Life
• Be Your Own Banker
• Mortgage Protection

• Medicare
• Critical Illness

• Disability

• Self-Employed

• Children's Headstart Plans

• Hospital Indemnity

• College Savings Plans

• Long Term Care

• Supplemental Health

• Small Business

We work with a wide range of products to help you find the best solution that fits your unique needs and goals.

Assessing Needs

Many financial experts will tell you some unforeseen events and a lack of the right kind of financial products can spell trouble quickly. Call us today, and we'll analyze your needs and get you covered quickly at the right price and the right fit for your goals.

Building Relationships

Everyone has different financial needs and budgets. We build an on-going relationship with you to educate and answer your questions to determine the right products for your current financial concerns.

 Call us today for a personalized business or individual assessment and find out how we can help protect your hard-won assets.

OUR PARTNERS

OUR partners

OUR PARTNERS

OUR Services

INTERESTED IN JOINING OUR TEAM?

 Would you like to create a work schedule that fits around your life and not the other way around?  We train and support independent insurance agents across the country to use our system to serve our clients' insurance needs.

OUR Services

INTERESTED IN

JOINING OUR TEAM?

 Would you like to create a work schedule that fits around your life and not the other way around?  We train and support independent insurance agents across the country to use our system to serve our clients' insurance needs.

Learn More

Testimonials

Charles

Before I spoke with Floyd Financial Group, my financial planning felt like a puzzle. They helped me put the pieces together, and now I feel so much more organized and ready for the future. A genuinely good experience.

Sasha

I needed some clarity on my retirement options, and Floyd Financial Group provided just that. They were straightforward and helpful, giving me a solid direction. Very efficient and professional.

Cray

Sorting out our family's financial protection felt like a big task. Floyd Financial Group made it simple and clear. I really appreciated their direct approach and helpful advice.

Testimonials

Before I spoke with Floyd Financial Group, my financial planning felt like a puzzle. They helped me put the pieces together, and now I feel so much more organized and ready for the future. A genuinely good experience.

I needed some clarity on my retirement options, and Floyd Financial Group provided just that. They were straightforward and helpful, giving me a solid direction. Very efficient and professional.

Sorting out our family's financial protection felt like a big task. Floyd Financial Group made it simple and clear. I really appreciated their direct approach and helpful advice.

Charles

Sasha

Cray

Frequently Asked Questions

What is Floyd Financial Group?

Floyd Financial Group is a company dedicated to helping individuals and families with financial security planning. We believe in making the process exciting and non-intimidating, focusing on life insurance and retirement solutions. Our goal is to assess your individual needs and build a lasting relationship to help you achieve your financial goals.

What services does Floyd Financial Group offer?

We offer a wide range of services to protect your financial future, including:

Life Insurance: Term life, final expense, and other types of life insurance to protect your loved ones.

Retirement Planning: Strategies to protect your retirement savings and ensure a steady income stream.

Health and Supplemental Insurance: Long-term care, hospital indemnity, and Medicare supplements.

Estate Planning: Assistance with implementing estate plans to protect your assets and legacy.

What is the difference between term life and final expense insurance?

Term Life Insurance: This provides coverage for a specific period (a "term"). It is generally used to replace income and cover major financial obligations like a mortgage or children's education in the event of your death.

Final Expense Insurance: This is a smaller, whole life policy designed specifically to cover end-of-life expenses such as funeral costs, medical bills, and other outstanding debts.

How does the process of working with Floyd Financial Group begin?

We start with a personalized assessment to understand your unique financial situation and goals. We then work with you to develop a tailored plan that meets your needs. Our approach is to educate and empower you, ensuring you are comfortable and confident in your financial decisions.

Do you offer services for retirement planning?

Yes, we specialize in retirement protection strategies. We can help you explore options like annuities and other tools to create a guaranteed income stream, ensuring your financial security throughout your retirement years.

What is Indexed Universal Life (IUL) insurance?

While not all financial groups may offer this, it is a common product. Indexed Universal Life (IUL) is a type of permanent life insurance that provides a death benefit and a cash value component. The cash value can grow based on the performance of a stock market index, but with a floor to protect against market downturns. It can be a powerful tool for both lifelong protection and tax-advantaged wealth accumulation.

How can I learn more or get started?

You can contact us through the website to schedule a consultation. We will be happy to answer any of your questions and begin the process of building a plan that's right for you and your family.