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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

Among all the economic indicators released each month, the Employment Situation is one of the most highly anticipated and can move financial markets.

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Overreacting to market movements or trying to 'time the market' by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.

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With traditional pensions in decline, its up to the individual employee to build retirement savings in a work-based account.

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Moving to a new state may have tax consequences that can follow you long after you settle in.

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How much Disability Income Insurance do you need?

How Long Will Your Funds Last?

This calculator is designed to help you attach a dollar figure to your life’s work.

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

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