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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

Don't Overlook the Value of Social Security Survivor Benefits

While life insurance might play a central role after the death of a financial provider, Social Security could also offer another important source of income for survivors.

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Index Funds: Traditional and Not-So-Traditional

While all index funds attempt to track the performance of a market index, there are hundreds of indexes and at least two alternate approaches to traditional indexing.

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HOT TOPIC: Dreaming of Retirement? Consider Maxing Out Your 401(k) in 2025

Details 401(k) contribution and catch-up limits for maximizing savings.

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Eight Ideas for Smarter Holiday Shopping

Offers practical holiday shopping tips to save time and money.

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Cost of Retirement

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

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Car Affordability

How much can you afford to pay for a car?

Disability Income Insurance

How much Disability Income Insurance do you need?

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