James (JR) Chaney

JR Chaney

Managing Director

With 17 years of experience in the financial services industry—all of them with Transamerica—I’ve dedicated my career to helping clients and communities thrive. Growing up in the industry, I quickly discovered a passion for not only serving others but also for leadership and creating opportunities. This passion has allowed me to lead teams within our organization for over 12 years, guiding others to success.

Beyond my professional life, I’m the proud father of two incredible daughters, Piper and Mila. Being their dad is the title I cherish most. Whether we’re on the softball field or off on an adventure, we’re always living our best lives together.

About JR Chaney

I love helping my clients discover all that life insurance can do for them, including how it can help to supplement their retirement savings. Having peace of mind and financial security can help people live their best life. 

Areas of Experience

Certifications and Designations

Needs Analysis

The amount needed to create an immediate expense fund and pay off any outstanding debt (auto loan, credit card, student loan, final expense costs, etc.)
The amount needed to pay off any outstanding balance on your mortgage or replace your rent for several years
The amount needed for you children’s college education
The amount needed to replace your income
Income for how many years?
This worksheet is a tool to assist you in estimating your basic life insurance needs. It is not intended to provide a thorough and comprehensive analysis of your life insurance needs or to recommend a specific amount of type of coverage. The actual amount of life insurance you need will depend on several factors that you need to consider carefully. Your insurance professional can assist you with analysis of your personal circumstances.

Personal Data
Address
Client's Date of Birth(Required)
Children's Date of Birth
Children's Date of Birth
Children's Date of Birth

What programs do you currently have in place?
This field is hidden when viewing the form

Life Insurance
Client
Individual: Type
Employer: Type
Individual: Type
This field is hidden when viewing the form
This field is hidden when viewing the form
Spouse
This field is hidden when viewing the form
Type: Individual
This field is hidden when viewing the form
Type: Employer
This field is hidden when viewing the form
This field is hidden when viewing the form
This field is hidden when viewing the form
This field is hidden when viewing the form
This field is hidden when viewing the form
Individual: Type
This field is hidden when viewing the form
This field is hidden when viewing the form
This field is hidden when viewing the form

Health Insurance
Disability Income
Long Term Care
Medicare Supp.

Get A Quote