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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

Strategies for Smarter Giving

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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Wealthy Colleges Face Expanded Endowment Tax

A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.

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Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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REITs Offer Income and Diversification

Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.

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Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Disability Income Insurance

How much Disability Income Insurance do you need?

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.

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