Licensed and Local to Arizona
Offering members Education, Support, and Advocacy in the complex world of Medicare Health Plans.
Hello, my name is Jim McCauley and I am a trusted professional with an extensive background in the health insurance industry. I am committed to offering Medicare-eligible individuals with no-cost, no-obligation consultation services.
Our goal is to help members understand the full scope of their options when it comes to Medicare to ensure they are making confident, educated insurance decisions.
From a personal perspective, while I’m a 30 year resident of Arizona, I hail from Chicago still love my Cubbies! My wife, Sarah and I have been married for 16 years and have two grown daughters Jenny and Hailey. When I’m not out on my road bike, or playing the drums, I stay active with my church and serve on several not-for-profit boards. I truly love helping people navigate to retirement and Medicare.
- Jim McCauley | Owner & Licensed Agent
Why McCauley Health Advisors?
At McCauley Health Advisors we work with people like you who want to be confident in the Medicare plans you have chosen and feel valued and important by your advisor. In order to achieve this, you need an advisor who will listen to your needs and present multiple options that meet those needs. You should also know that the attention you receive is not just during your Initial Medicare Enrollment, but throughout the year when you need support and guidance.
The problem is that shopping for Medicare is confusing and complicated which makes you feel like you are swimming upstream and having to do it all by yourself. We believe choosing your Medicare options is one of the most important retirement decisions you will make affecting the healthcare you receive and your financial well-being. We understand how difficult it is to be confident in your decision when you do not have all the necessary information or even know where to begin!
Helping you navigate this decision and putting you in a position to make confident decisions is what drives us daily.
Here's how it works:
1) Schedule a phone consultation to help us begin to understand your current situation and needs.
2) We will then direct you in how to you enroll in Parts A&B, and then arrange a meeting to review the plans we've identified that best meet your needs.
3) Lastly, we will enroll you in the plan(s) of your choice and help you find peace of mind leading up to your plan's effective date.
One last thing to keep in mind, using our Advisor Services costs you nothing! Your plan premium will be the same
whether you do all the work yourself, or you hire an Advisor to lead you through the step-by-step process.
Schedule an appointment today by clicking on the link below, so you can move
from a place of confusion to clarity and confidence.
Frequently Asked Questions - Got more? Give us a call!
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Yes, with ONE VERY IMPORTANT EXCEPTION. If you are enrolled in a large employer’s medical plan (20+ employees), you CAN DELAY Medicare enrollment as long as you remain on the plan with no risk of penalties.
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As a local, independent insurance agency, we offer members a portfolio of various plans to accommodate their needs, budget and lifestyle. We contract with multiple insurance providers, so we are not limited to one catalog of products.
Our objective is to help members get the coverage that best suits them. As always, there is no obligation to enroll and there is NO COST for our services.
We operate our business with full transparency and integrity, so if a plan doesn’t seem like a good fit or if there is a more compatible option - you will have full awareness. If the plan you’re currently on meets all of your needs, you won’t be pushed to make an unnecessary change. -
1. Schedule a Phone Consultation - 15-30 minute phone conversation to help us understand your current situation & needs
2. We prepare a customized enrollment timeline including specific direction to help you enroll in Parts A&B. We walk you through the process step by step to help you choose the best plan for your needs.
3. Will prepare a customize Plan Review based on your preferences, list of Doctors, Prescriptions, Pharmacies and Preferred Care Facilities.
4. Enroll - In the plan(s) of your choice. You are on the path to peace of mind!
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There is no catch. As an independent agent, we have the freedom to contract with more than one health plan insurer, therefore providing you with multiple plan & carrier options. Our compensation comes from the various health plans so there is never a cost for our services and you do not have any obligation to enroll to receive our help.
The cost of your health plan remains the same regardless if you enroll on your own or choose to work with a licensed advisor. At McCauley Health Advisors we work for YOU and not the insurance carriers. We believe in 100% transparency and will provide you with specific commission information at any point in the process.