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