My Background

James “Jim” McNamara, President and CEO

Jim began his insurance career as an agent with New York Life in 1987, and has been a consistent top producer with New York Life and in the industry.

He works in the areas of Business and Personal Insurance planning, specializing in the following:

  • Business Agreement Funding

  • Executive Compensation

  • Wealth Transfer

  • Estate Planning

  • Disability Income Protection

  • Long Term Care

  • Employee Group Benefit Plans

  • Individual/Family Health Insurance


James Mc Namara is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #0731582), CO, DC, MN, NJ, NV, NY, TX, and WA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, James Mc Namara is licensed and authorized to offer insurance in California, but BEAR & MCNAMARA INSURANCE SERVICES, INC. may not be. For additional information on California licensure status, please click here.

James Mc Namara is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 30011 Ivy Glenn Dr Ste 212, Laguna Niguel, CA, 92677, 949-240-2974. In this regard, this communication is strictly intended for individuals residing in the states of CA, and NY. No offers may be made or accepted from any resident outside the specific states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

BEAR & MCNAMARA INSURANCE SERVICES, INC. is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither BEAR & MCNAMARA INSURANCE SERVICES, INC. nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​