Empowering families to build financial security through personalized income protection, strategic retirement planning, and thoughtful legacy solutions. We help you protect what matters today while building the tomorrow you envision.
James Caufield
Licensed Broker & Senior Field Underwriter
ABOUT ME
In an industry often characterized by complexity and confusion, I've built my practice on a foundation of simplicity and transparency. My mission is clear: to serve clients with unwavering integrity while delivering personalized financial security solutions that make sense.
What sets us apart is our methodical, needs-based approach. Before discussing solutions, we take the time to truly understand your concerns, goals, and unique circumstances. This allows us to educate and guide you toward strategies that provide both immediate security and long-term peace of mind.
Through partnerships with the nation's most respected insurance carriers, we offer a comprehensive suite of protection options. But our real value lies in how we piece these solutions together – creating customized plans that address multiple aspects of your financial future. Whether you're protecting your income, planning for retirement, or building a legacy, we ensure every recommendation aligns with your specific needs and objectives.
Our commitment extends beyond the initial planning phase. We take pride in building lasting relationships with all clients, celebrating their successes, and continuously adapting their strategies as life evolves. Our greatest satisfaction comes from knowing we've helped place our clients in a stronger position than when they first found us.
WE GOT YOU COVERED
FINAL EXPENSE
Final Expense insurance will cover you for life. Prices are locked and will never increase nor will your policy end. These types of policies are designed to make sure all funeral and other end of life expenses are covered.
MORTGAGE PROTECTION
Mortgage protection insurance is a way to protect one of your most valuable assets in the event of a death. Most terms are designed to give you a full return of premium if you outlive the policy. In the event of a death, the mortgage will be paid in full, so your family can keep the house.
INDEXED UNIVERSAL LIFE
This is a type of permanent policy that allows the insured to accumulate cash value in addition to their death benefit. It can be setup to help supplement your retirement plan.
FIXED INDEXED ANNUITIES
This is a safe way to participate in the market's gains while avoiding potential loses and keeping your retirement secure.
National Producer Number:
20381285
CALIFORNIA
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CONNECTICUT
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FLORIDA
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GEORGIA
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INDIANA
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IOWA
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KENTUCKY
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MAINE
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COLORADO
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LOUISIANA
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MARYLAND
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MICHIGAN
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MINNESOTA
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MISSOURI
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NORTH CAROLINA
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OHIO
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PENNSYLVANIA
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NEW JERSEY
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IDAHO
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SOUTH CAROLINA
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TENNESSEE
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TEXAS
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VIRGINIA
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WEST VIRGINIA
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WISCONSIN
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DELAWARE
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ALABAMA
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MORE COMING SOON
AS A BROKER, WE ARE ABLE TO SHOP AROUND AND FIND THE BEST POSITION FOR YOU WITH ONE OF OUR MANY A+ RATED CARRIERS!
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