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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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Neil H. Resnik, LUTCF

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

Investing with Market Cap in Mind

Shows how combining small-, mid- and large-cap funds enhances diversification.

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Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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HOT TOPIC: Tariffs Drive Market Volatility

Explains why tariffs have shaken markets and long-term trends to consider.

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What Happens to Your Time Horizon at Retirement?

Explores how investment strategy changes once retirement begins.

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Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Disability Income Insurance

How much Disability Income Insurance do you need?

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Lifetime Earnings

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

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