Simple.  Protected.  Guaranteed.

At John Nunes Financial & Insurance Services, our financial strategies use safe money solutions that are based upon vehicles that provide:

 

  • Upside Potential With Guarantees

  • Downside Protection Against market Downturn

  • Lifetime Stream of Income

  • Tax Free Retirement

  • Living Benefits

  • Business Planning Solutions

  • College Education Funding

  • Mortgage Protection

 

Our financial professionals educate our clients on how to achieve those objectives through guaranteed insurance contracts called Indexed Annuities, and various life insurance products including Indexed Universal Life (IUL).

Why?

 

  1. When the stock market goes up, you go up with it.

  2. Your gains lock in on an annual basis.

  3. When the stock market goes down, you don't lose anything.

  4. You do receive tax deferred, compound interest based on the performance of an index.

  5. Tax Free distributions from cash value life insurance

  6. Life Insurance with Living Benefits allow you to use life insurance proceeds when you are diagnosed with: 

  • Terminal Illness

  • Chronic Illness

  • Critical Illness

  • Disability Income

  • Long Term Care 

Learn About Safe Money Solutions For Retirement

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© 2015 JOHN NUNES FINANCIAL & INSURANCE SERVICES. ALL RIGHTS RESERVED.

1151 HARBOR BAY PARKWAY | SUITE 208A | ALAMEDA | CA | 94502 | 510-473-7174 

CA LIC# 0C27778