Life Insurance Consulting and Sales Services
Trusted by the people you trust most.
Paul W. Ward
Principal of Ward & Connolly, with
38 years of experience in estate, business, and life insurance planning
Richard E. Connolly, J.D.
Principal of Ward & Connolly. A
Graduate of Duke Law School and
admitted to the bar in Ohio and Florida.
More than 25 years of experience in tax law, estate, business, and life insurance planning.
Life Insurance Consulting
Inforce policy review and replacement analysis
Also offering individual and business disability insurance
Insurance needs assessment
Continuing education presentations for advisers
Assistance with claims
Certified Viatical/Life Settlement agents
PURE: Private Underwriting Risk Evaluation
Life Insurance Sales Services
Presentation of insurance options representing a large number of insurers and products
Application and underwriting suited to client needs
Ongoing customer service after the sale, as client needs or policy performance changes
Assistance with claims, surrenders, or settlements
Ward & Connolly — Columbus-based life insurance experts, trusted by financial planners, attorneys, accountants, trust officers, wealth managers and financial planners. We are the advisors to the advisors.
Paul Ward and Richard Connolly bring extensive experience in life insurance, and have worked together for more than 32 years. Ward & Connolly focuses solely on providing life insurance analysis, coverage, and planning, helping clients ensure that their families and legacies will be secure. We provide professional, confidential and personalized service entirely based on the needs of each individual.
Because we are focused only on life insurance products, we have the knowledge and experience to determine the best fit for each individual. We have built relationships with a variety of life insurance companies, therefore we are not driven to sell any specific insurance company’s product, enabling us to customize the coverage based on a client’s needs and health, not our bottom line.
Ward & Connolly is located in Columbus, Ohio, with staff accessible to answer any questions you may have about your existing life insurance plan with us. We welcome calls from our clients and are available to discuss any necessary changes in coverage.
Ward & Connolly is committed to tailoring a plan with the right kind of life insurance with the right company at the right price, for each client we have the privilege of serving.