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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!

Welcome to our Website!

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.





Thank you for considering and recommending our value-added services!

Warm Regards,
 

Jim McCauley, CLU
CEO / Founder
Chartered Life Underwriter

Navigating Financial Conversations with Aging Parents

Encourages proactive dialogue to ensure financial well-being of aging parents.

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Life Insurance for Two

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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Life Insurance in Retirement

Shows when coverage may still make sense for retirees.

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Strategies for Smarter Giving

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

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Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

IRA Eligibility

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

Disability Income Insurance

How much Disability Income Insurance do you need?

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

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