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JAMES K MCCAULEY ANNUITIES, LIFE, HEALTH & EMPLOYEE BENEFITS

Sunshine Professional Center 9220 Bonita Beach Road
Suite 120 - Bonita Springs, FL 34135

Phone:

239-992-7888

Fax:

None

E-mail:

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Professional, Certified & Licensed Agents, Brokers & Consultants with 35+ years of expertise servicing all Southwest Florida!

Smiling man in a suit

Dear Visitor,

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Welcome to our Website!

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By browsing through these pages, you will learn about our credentials, business philosophy, all the quality insurance products that we offer, the top rated companies we represent and the professional services that we strive to provide consistently to all our valued Clients.

This interactive portal also includes on-line calculators, articles, flip-books, glossary, newsletters, videos and even a tax library. We are certain that these resources and tools will be useful regardless of what stage in business and life you are currently in.

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We offer COMPLIMENTARY Consultations, ON-GOING assistance and support as needed, plus FREE Annual Policy Analysis & Reviews.

If you have any questions or there is anything that we can assist you with, do not hesitate to contact us.

Thank you for considering and recommending our value-added services!

Warm Regards,


 

Jim McCauley, CLU
CEO / Founder
Chartered Life Underwriter

Could Employee Ownership Be Part of Your Succession Plan?

Explains benefits of employee-stock ownership plans for succession planning.

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How Has SECURE 2.0 Affected 401(k) Plans?

Summarizes new 401(k) features introduced under the SECURE 2.0 Act.

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Life Insurance for Two

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?

Explains how future tax rules may impact deductibility of charitable donations.

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Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Savings Accumulation

Estimate the future value of your current savings.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

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