JR Chaney – Transamerica

TAN Financial Services

 

As a dedicated life insurance provider, TAN Financial Services is committed to helping individuals and families build a secure financial future — one that offers the freedom to live life on their own terms. Life insurance has evolved to meet the diverse needs of today’s households, whether it’s helping to save for college, pay down debt, protect businesses, or achieve other important financial goals. Our services can be a key part of a solid foundation for long-term financial security.

Help provide peace of mind

Life insurance can help reassure you that your loved ones will be taken care of when you can’t be there. The federal income tax-free death benefit of a life insurance policy can help your loved ones replace your income, maintain their lifestyle, and much more.

Grow cash value

Whole life, universal life, and index universal life insurance can include a “cash value” component that grows over time and is separate from the death benefit. It may offer more tax advantages and opportunities than you realize, including the possibility of helping to fund a child's college, pay off debt, or supplement your retirement.

More than a legacy

Leave money to your family, fund a nonprofit, cover end-of-life expenses, or pay debts — you choose. In addition, certain policies offer benefits the insured can select and use while living if they face a qualifying terminal, chronic, or critical illness. Other optional living benefits you can add are available to assist with medical expenses related to long term care expenses.

Protect your business

Life insurance can help you attract, reward, and retain critical employees as well as play a role in your business succession plan. It can also protect against the loss of an employee who’s key to your business’ ongoing operation.
JR Chaney – Transamerica

About Us

At TAN Financial Services, we are proud to be part of the JR Chaney Transamerica Districts, a legacy built on innovation and expertise. The JR Chaney Transamerica Districts is known as one of the most innovative and forward-thinking offices in the country. 

With over 100 years of combined experience in the industry, our team integrates advanced insurance and retirement planning solutions with the deep knowledge and reliability you expect from a veteran firm.

As part of the trusted Transamerica brand, TAN Financial Services serves as your go-to resource for comprehensive financial services. We are committed to providing tailored solutions that meet the unique needs of each client, ensuring a secure and prosperous future.

JR Chaney – Transamerica

When to assess your life insurance needs

Life changes can offer exciting opportunities. To make sure your financial strategy still meets your financial goals, I suggest consulting with a life insurance agent to assess your plan on a regular basis. A good rule of thumb is either every two years or when you have one of the major life events listed below.

JR Chaney – Transamerica

What kind of life insurance is right for you?

There are many types of life insurance, which can help people find an option that’s the best fit for them. Term life insurance covers you for a certain period, such as 10, 20, or 30 years. Permanent life insurance doesn’t expire as long as payments are made. It can provide security through every stage of your life and may build tax-deferred cash value over time. Types of permanent life insurance include whole life, universal life, index universal life, and more. 

JR Chaney – Transamerica

What kind of life insurance is right for you?

There are many types of life insurance, which can help people find an option that’s the best fit for them. Term life insurance covers you for a certain period, such as 10, 20, or 30 years. Permanent life insurance doesn’t expire as long as payments are made. It can provide security through every stage of your life and may build tax-deferred cash value over time. Types of permanent life insurance include whole life, universal life, index universal life, and more. 

JR Chaney – Transamerica

A wealth of knowledge

Transamerica is dedicated to improving the financial well-being of everyone. As a life insurance agent, I want to ensure my clients have the information they need to make sound financial decisions. This includes providing guidance and educational materials that help them prepare for the future so they can live their best life. 

Top 9 features of life insurance

You may be surprised by some of the ways life insurance can help secure your financial future. It can help you save for college, pay off debt, save for retirement, and achieve other goals.

Understanding universal life insurance video

A form of permanent life insurance, index universal life insurance (IUL) provides the death benefit protection you need while building cash value — all with downside protection. With optional living benefits riders, it also can give you the option to access your death benefit early in the event of a qualifying chronic, critical, or terminal illness.

Living benefits video

Living benefits riders on life insurance policies can provide benefits if you experience critical illness, chronic illness, or terminal illness. These riders can give you early access to a portion of the policy’s death benefits when certain conditions are met.

Understanding final expense life insurance

Final expense insurance can help make a difficult time for your family a little easier. It’s a form of whole life insurance designed to cover funeral and other end-of-life expenses.
JR Chaney – Transamerica

Learn about Transamerica

Financial services should be available to everyone. This idea is what moved our founder, Amadeo P. Giannini, to open a bank in San Francisco in 1904. After the devastating earthquake and fire of 1906, he set up a desk on the docks and sealed deals with a handshake for loans to rebuild. The goal of serving the many, not just the few, still drives Transamerica today. That’s why we design products that work in people’s real lives today and anticipate an evolving future. So no matter where someone is on their journey, we can help them develop the freedom to live the life they want.  

for nine consecutive quarters

selling IUL
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Transamerica customers

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paid by Transamerica in insurance, retirement, and annuity claims and benefits

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in revenue-generating investments

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JR Chaney – Transamerica

Our Team Members

James (JR) Chaney

Managing Director

James (JR) Chaney

Managing Director
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Tara Redel

Agency Coordinator

Tara Redel

Agency Coordinator
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Warren Hensley

Associate Director

Warren Hensley

Associate Director
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Gulian Blanton

Associate Director

Gulian Blanton

Associate Director
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Kyle Bjorklund

Managing Representative

Kyle Bjorklund

Managing Representative
Branch Supervisor TFA
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Halen Stamper

Career Representative

Halen Stamper

Career Representative
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Todd Kitchen

Career Representative

Todd Kitchen

Career Representative
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Alfreda Tucker

Career Representative

Alfreda Tucker

Career Representative
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Kyle Bjorklund

Managing Representative

Kyle Bjorklund

Managing Representative
Branch Supervisor TFA
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Halen Stamper

Career Representative

Halen Stamper

Career Representative
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Jarrod Grant Jr.

Career Representative

Jarrod Grant Jr.

Career Representative
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Todd Kitchen

Career Representative

Todd Kitchen

Career Representative
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Alfreda Tucker

Career Representative

Alfreda Tucker

Career Representative
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Bryan Dixon

Career Representative

Bryan Dixon

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Gregory L Thornton

Managing Representative TAN

Gregory L Thornton

Managing Representative TAN
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Andy Geftos

Career Representative

Andy Geftos

Career Representative
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Gregory L Thornton

Managing Representative TAN

Gregory L Thornton

Managing Representative TAN
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Andy Geftos

Career Representative

Andy Geftos

Career Representative
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Chris Schwartz

Career Representative

Chris Schwartz

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Insurance and Retirement Advisor TAN
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Alex Hammonds

Career Representative TAN

Alex Hammonds

Career Representative TAN
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Thomas K Dunn

Career Representative

Thomas K Dunn

Career Representative
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Katherine Kincaid

Career Representative

Katherine Kincaid

Career Representative
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Luke Rose

Career Representative

Luke Rose

Career Representative
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Retirement

Getting Ready to Retire?

JR Chaney – Transamerica

Explore Transamerica life insurance

Transamerica offers policies designed to meet the needs of families today, including term life insurance, index universal life, final expense life insurance, whole life, and life insurance for foreign nationals.  

JR Chaney – Transamerica

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