About Jim McCauley, CEO / Founder


  • 35+ years as a Specialist in Annuities, Life & Health Insurance
  • Has provided professional Financial Services for 35+ years
  • Founded his own agency over 30 years ago
  • 35 years of expertise in Employee Benefits
  • District Manager with Massachusetts Mutual Life Insurance Company for 15 years
  • Career Agent with Mass Mutual for over 21 years
  • Career Agent with Prudential for over 5 years & ranked in their Top 100 Producers of the USA
  • Earned the Chartered Life Underwriter (CLU) Designation from
    The American College

  • Qualifying member of the "Million Dollar Round Table"
  • Florida license 215 (Annuities, Life & Health Insurance)
  • Graduate of Stetson University - Bachelor's Degree (Business / Finance)
  • Previous board member of Naples Kiwanis Club
  • Previous board member of Saint Elizabeth Seaton Catholic School
  • Previous membership in The Knights of Columbus
  • Previous board member of Imperial Golf Estates Homeowners' Association
  • Active in his church, the community and contributes to local, state and national charitable causes