About Jim McCauley, CLU

 
 
 

  • 30+ years as a Specialist in annuities, life & health insurance products
     
  • Founded his own agency 26 years ago
     
  • Has provided professional financial services for 25 years
     
  • 24 years of expertise in Employee Benefits
     
  • Earned the Chartered Life Underwriter (CLU) designation from The American College (2003)
     
  • Past qualifying member of the "Million Dollar Round Table" 
     
  • Career Agent with Massachusetts Mutual Life Insurance Company (MassMutual) for 21 years 
     
  • Career Agent with Prudential for 5 years and ranked among their Top 100 Producers in the USA
     
  • 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
     
  • Board Member of Imperial Golf Estates Homeowners' Association
     
  • Active in his church, the community and contributes to local charitable causes
     
  • Voted as one of Southwest Florida's Top Wealth Managers by Gulfshore Life Magazine (in 2006 & 2013)
     
  • The James K. McCauley Insurance Agency was voted Bonita's Best for Life Insurance, Health Insurance & Employee Benefits 2 years in a row (2011 & 2012).