About Us

ABOUT OVERVIEW

Pastors Legacy Plan was created by Doug Eagle & William Wright in an effort to address one of the greatest shortfalls facing Pastors today: protecting their families and providing for the next generation through the proper use of life insurance.

After many years of working with Churches and Pastors we have found this area is often overlooked, and yet it is at the core of loving families beyond our own existence.

We are very clear on Why we do what we do, What we do, and How to best serve today’s Pastor.

Welcome

Pastor Bill Holdridge, Director of Poimen Ministries Endorses Pastors Legacy Plan.

CORE VALUES

How we conduct our business is just as important as “why we exist,” “what we do,” and “how we do it.” Our core values are the principles that guide us daily in helping Pastors experience true financial peace of mind, knowing their families and the next generation are provided for through a carefully designed legacy plan.

BIBLICAL PERSPECTIVE

We believe there are biblical principles that guide our process and the importance to protect and provide for our families.

FAMILY ORIENTED

We understand the value and importance of the immediate and future generations when creating the Pastors Legacy Plan.

TENACIOUS ADVOCATES

We place a high priority on ensuring that all aspects of the Pastor Legacy Plan are considered and carried out.

PROCESS DRIVEN

We provide a carefully structured 5 step process that incorporates all required elements for a carefully implemented Pastors Legacy Plan.

What We Do

We help Pastors create a Legacy Plan built on the foundation of their beliefs, love for their family and desire to provide for the next generation through the proper use of life insurance.

Why We Do It

In everything we do, we believe Pastors deserve to have a legacy plan that represents their love for their family, church, and next generation; so they can experience true spiritual and financial peace of mind.

MEET THE TEAM

DOUGLAS R. EAGLE, CO-FOUNDER

Doug is the co-founder of Pastors Legacy Plan and the President and Registered Principal of Eagle Retirement Plans, Inc. He Holds Series 7, Series 24, Series 63 and Series 65 Licenses. He’s a Registered Investment Advisor through Crown Capital Securities, L.P. and hold a California Life and Health Insurance License. Doug serves as an advocate for his clients, protecting their best interests. Pastors Legacy Planning gives Doug an opportunity to do just that.

Prior to founding Eagle Retirement Plans, Inc., Doug served as a Police Officer and member of the SWAT Unit for the San Diego Police Department.

WILLIAM WRIGHT, CFP Ⓡ – CO-FOUNDER

William Wright is the co-founder of Pastors Legacy Plan and has been helping individuals, couples and families create their legacy plans for over 3 decades.

He is a thought leader in the financial services industry and a sought after speaker for educational events and conferences. He has a vast understanding of the core fundamentals that accelerate the legacy planning process, including the required elements to addressing the Pastors key financial concerns and overall objectives. William has been recognized as an “astute and gracious collaborator” as his primary focus and the measurement of his own success is based on the achievements and value he brings to others.