Eagle Team – Education. Value. Partnership.

Eagle Team, a Simplicity Company, is a collective of professional advisors including Steve Buller, John Baker, Chad Castle, Greg Gall, and Chris Lester. They support advisors’ efforts to attract new prospects and add value to existing relationships. Eagle Team are experts in training on how to help maximize clients’ retirement income, reduce their market risk, and minimize their lifetime income tax exposure.

Harness the power of Eagle Team’s shared experience and help clients create simple, efficient, and transparent retirement plans that will help lead to better financial outcomes.

Right now, market and client expectations are evolving faster than advisors can keep up.

Market shifts add volatility and make financial advisors’ jobs even more challenging than normal. In times like these, a trusted partner can give advisors the insights, coaching, and marketing resources needed to thrive.

Eagle Team can be that trusted partner.

What We Offer

Insights

Expanding our awareness of the latest industry best practices and changing client needs.

Coaching

For contracted advisors who can benefit from strategic, one-on-one mentoring and guidance.

Marketing

Access to award-winning marketing support and resources.

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Client Testimonials

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"The EAGLE TEAM has been my support over the last dozen years or so years. Each one of the five partners truly care for each agent and trains and supports us to grow our practices. We all get calls / emails from IMOs/FMOs every day but I won’t leave these guys. A true family.”
- M.O. CFP (Eagle Team affiliated agent)
“I give The Eagle Team a 5 Star rating. They are superior in Knowledge and expertise in simple and in the most complex cases. In my 20 years in the industry no company has outperformed this Team.”
– F.D. (Eagle Team affiliated agent)
“There is absolutely no doubt in my mind that the Eagle Team is the premier educational source on how to structure, fund, evaluate, and bring the best option in the IUL universe to any prospect or client. It is a rare experience to find a firm that has both the knowledge process coupled with the generosity of time to train in the intricate world of structuring, funding, and servicing the best IUL policy available. The Eagle Team has done this for me. Even after 30 years, it was not until I began working with them that I saw the real power of this asset class.”
– B.A. (Eagle Team affiliated agent)

This endorsement was provided without compensation.

Insights

Coaching

Marketing

Client Testimonials

“I give The Eagle Team a 5 Star rating. They are superior in Knowledge and expertise in simple and in the most complex cases. In my 20 years in the industry no company has outperformed this Team.”
– F.D. (Eagle Team affiliated agent)

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Privacy Policy

Disclosure

Insights

Coaching

Marketing

Client Testimonials

“I give The Eagle Team a 5 Star rating. They are superior in Knowledge and expertise in simple and in the most complex cases. In my 20 years in the industry no company has outperformed this Team.” – F.D. (Eagle Team affiliated agent)

Contact Us

Privacy Policy

Disclosure

“I give The Eagle Team a 5 Star rating. They are superior in Knowledge and expertise in simple and in the most complex cases. In my 20 years in the industry no company has outperformed this Team.”
– F.D. (Eagle Team affiliated agent)