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James K. McCauley Insurance Agency

9220 Bonita Beach Road, Bldg B - Suite 105
Bonita Springs, FL 34135
Phone:
  • (239) 992-7888
Fax:
  • (239) 405-8805

Cost of Retirement

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SW Florida's Best Life, Health & Employee Benefits Agency!

Welcome to our website!

By browsing through these pages, you will learn about our firm, our credentials, the life, health and employee benefit insurance products that we offer and all the top rated companies we represent.

It is also our goal to provide reliable information which will help all who visit our site understand the potential opportunities and rewards that are available when people take a proactive approach to their financial situation.

This interactive portal also includes resources and tools that we are certain will be valuable regardless of what stage in life you are currently in.

You will find articles, newsletters, digital flipbooks, videos and on-line calculators that highlighlight financial strategies and key risk management concepts which are instrumental for your financial well being and security.

Family and / or business financial plans should be updated periodically. It is important to re-establish goals each year in order to ensure that strategies are in step with your life and that your current level of insurance coverages are adequate.

With this in mind, we offer COMPLIMENTARY consultations, ON-GOING support as needed, plus FREE annual policy reviews of annuities, business insurance, life insurance, disability income protection, long-term care coverage, Medicare plans and health insurance for individuals and families Under Age 65.

Our Employee Benefits Consultant has over 25 years of expertise, a wealth of knowledge and assists employers by providing them with a detailed comparative analysis and proposals for group major medical insurance, as well as voluntary benefits such as group disability income protection, dental plans, vision plans, etc.


If you have any questions or there is anything that we can assist you with, do not hesitate to contact us.You may also take advantage of the easy to use quote request forms by clicking on this link:


http://www.jameskmccauleyinsuranceagency.com/request_quote/

We hope that you will see the value of working with us to pursue your personal goals, business plans and / or risk management strategies.

Thank you for considering our value-added services!

Blessings and best wishes in all endeavors,

Jim McCauley, CLU
Chartered Life Underwriter (CLU Designation)
Founder / President 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck