James K. McCauley Insurance Agency

CONNECT

Address:

9220 Bonita Beach Road, Bldg B - Suite 105
Bonita Springs, FL 34135

Phone:

(239) 992-7888

Fax/Other:

(239) 405-8805

About Jim McCauley, CLU

 
 
 

  • 30+ years as a Specialist in annuities, life & health insurance products
     
  • Has provided professional financial services for 30+ years
     
  • 30+ years of expertise in Employee Benefits
     
  • Founded his own agency over 25 years ago
     
  • Qualifying member of the "Million Dollar Round Table"
     
  • District Manager with Mass Mutual for 10+ years
      
  • Career Agent with Massachusetts Mutual Life Insurance Company for 21 years
     
  • Career Agent with Prudential for 5 years & ranked in their Top 100 USA Producers
      
  • Earned the Chartered Life Underwriter (CLU) designation from The American College
     
  • Florida license 215 for Annuities / Life & Health Insurance
     
  • Graduate of Stetson University - Business Major
       
  • Previous board member of Naples Kiwanis (5 years)
     
  • Previous school board member of Saint Elizabeth Seaton Catholic School
     
  • Previous membership in The Knights of Columbus
     
  • Previous membership in the North Naples Kiwanis Club
     
  • Previous board member of Imperial Golf Estates Homeowners' Association
     
  • Active in his church, the community and contributes to local, state and national charitable causes  
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck