PASTOR FINANCIAL PROGRAMS

Caring for Our Pastors While They Care for the Kingdom

Protect Your Family • Plan For Retirement • Prepare For The Future

Community

We work with the leadership of churches around the country to set up and implement financial plans for their senior and executive level Pastors.

Personalization

We work with churches to create a personalized and confidential financial program that will meet the Pastor’s current and future needs as well as grow with them and the ministry.

Expertise

With over 15 years of experience in creating specialized plans for churches, nonprofits, and for-profit organizations, Strategic Legacy Partners helps equip churches to comprehensively care for their Pastors. protect the church from unforeseen event, and bless and provide for the Pastors and their families.

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Their expertise gave us confidence throughout the process, and they were incredibly responsive to all of our questions. We look forward to partnering with them for many years to come.

- Pastor Chad Fisher, Rock City Church

PASTOR FINANCIAL PROGRAMS

Protect • Plan • Prepare

With clients in 20 states, our goal is to equip churches to care for and protect their senior level Pastors. Our custom plans are used widely across the country, blessing and providing for the Pastors and their families. Pastor Financial Programs gives the Pastor a head start in retirement and succession planning, protects them and the church from unforeseen circumstances, and gives flexibility to grow with the ministry.

Life Insurance

403b Plans

Disability

Rabbi Trusts

Case Studies

Study 1

A church with a 35 year old senior pastor wants to get a head start on retirement planning while also protecting the pastor and his family during his years of ministry. The plan includes a Rabbi Trust, Life Insurance, and Disability Insurance. The church contributes $1,000/month to the Rabbi Trust, $66/month to a $1.5 million 20-year term life insurance policy, and $170/month to a $4,000/month disability insurance policy. Total monthly church contribution into these plans being $1,236. Upon retirement at 67 the pastor will receive $13,090/month of retirement benefit for ten years. 

Study 2

We design a plan for a church and their 45 year old pastor which includes a Rabbi Trust, Life Insurance Policy, and Disability Policy. The Church contributes into the plan a total of $2,043/month into the plan: $1,500 into a Rabbi Trust, $143 into a $1.5 million 20-year term life insurance policy, and $400 into a disability policy with a $6,000/month benefit). Upon retirement at 67 the pastor will receive a monthly benefit of $9,374 for ten years.

Study 3

A church with a 50 year old Pastor wants to set up a plan with a Rabbi Trust, Life Insurance, and Disability Insurance policy for their pastor. The plan consists of the church contributing $2,000/month into the Rabbi Trust, $144/month into a 20-year term $1 million life insurance policy, and $552/month into a disability policy with a $7,000/month benefit. Total monthly contribution into the plan is $2,696. Upon retirement at 67 the pastor will receive $8,126/month benefit for ten years.

Contribution/Benefit Examples

Contribution

10000per year

per year
for 20 years

Benefit

529786total*

total*
split up in equal yearly payouts for ten years

Contribution

20000per year

per year
for 20 years

Benefit

1059572total*

total*
split up in equal yearly payouts for ten years

Contribution

25000per year

per year
for 20 years

Benefit

1324466total*

total*
split up in equal yearly payouts for ten years

*These are examples. Total amounts not guaranteed and are dependent on various factors.

Ready to Protect, Plan, and Prepare?

Set up a free consultation to learn more.

© 2020 Strategic Legacy Partners

Securities offered through Lion Street Financial, LLC., Member FINRA/SIPC.

Investment advisory services offered through Lion Street Advisors, LLC., a registered investment adviser.

Lion Street Financial, LLC is not affiliated with Strategic Legacy Partners, LLC or Lion Street Advisors, LLC.

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Strategic Legacy Partners at 817-527-5460 or info@stratlegacy.com.