About Jim McCauley, CLU

 
 
 

  • 30+ years as a Specialist in annuities, life & health insurance products
     
  • Has provided professional financial services for 30+ years
     
  • 30+ years of expertise in Employee Benefits
     
  • Founded his own agency over 25 years ago
     
  • Qualifying member of the "Million Dollar Round Table"
     
  • District Manager with Mass Mutual for 10+ years
      
  • Career Agent with Massachusetts Mutual Life Insurance Company for 21 years
     
  • Career Agent with Prudential for 5 years & ranked in their Top 100 USA Producers
      
  • Earned the Chartered Life Underwriter (CLU Designation) from The American College
     
  • Florida license 215 for Annuities / Life & Health Insurance
     
  • Graduate of Stetson University - Business Major
       
  • Previous board member of Naples Kiwanis (5 years)
     
  • Previous school board member of Saint Elizabeth Seaton Catholic School
     
  • Previous membership in The Knights of Columbus
     
  • Previous membership in the North Naples Kiwanis Club
     
  • Previous board member of Imperial Golf Estates Homeowners' Association
     
  • Active in his church, the community and contributes to local, state and national charitable causes