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.
(859) 484-8313
Contact Us
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.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.
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.
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.
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.
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
Understanding universal life insurance video
Living benefits video
Understanding final expense life insurance
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
Transamerica customers
paid by Transamerica in insurance, retirement, and annuity claims and benefits
in revenue-generating investments
Our Team Members
Kyle Bjorklund
Halen Stamper
Todd Kitchen
Alfreda Tucker
Kyle Bjorklund
Halen Stamper
Jarrod Grant Jr.
Todd Kitchen
Alfreda Tucker
Bryan Dixon
Gregory L Thornton
Andy Geftos
Gregory L Thornton
Andy Geftos
Chris Schwartz
Alex Hammonds
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.
Our Service Areas
- Alabama
- Florida
- Indiana
- Kentucky
- Michigan
- North Carolina
- South Carolina
- Tennessee