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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

HOT TOPIC: Mining Maelstrom: Why Rare Earths Are Making Headlines

Explains importance of rare-earth minerals and their role in technology and security.

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Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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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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Individual Bonds vs. Bond Funds: What’s the Difference?

Compares control, maturity, and performance differences between individual bonds and bond funds.

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Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

College Funding

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

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

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