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Richard E. Connolly, J.D.

  • Principal with Paul Ward in Ward & Connolly, a provider of life insurance consulting and sales services

  • Graduate of Duke Law School

  • Admitted to the bar in Ohio and Florida

  • More than 25 years of experience in tax law, estate, business, and life insurance planning

  • Frequent speaker on life insurance and its uses in estate and succession planning Past speeches include:

  • Ohio Bar Association Annual Convention

  • Columbus Bar Association Annual Probate Law Institute
  • Catholic Foundation Annual Estate Planning Seminar

  • Ohio Society of CPAs

  • Columbus and Worthington, Ohio Estate Planning Councils

  • Advisors in Philanthropy National Conference
  • Has acted as an expert witness in litigation involving life insurance policies

  • Interviewed and quoted by the Wall Street Journal on life insurance topics

  • Regularly provides life insurance policy evaluation and consulting to charities, law firms, fee only financial planners and trustees

  • Guest Lecturer at The Ohio State University Fisher College of Business Masters of Business Administration program

  • An approved provider of Continuing Education for: the Accountancy Board of Ohio, the Commission on Continuing Legal Education, the Ohio Department of Insurance, and the Certified Financial Planner Board of Standards

  • 2013 recipient of the Dr. John R. Ervin Golden Apple Award for outstanding insurance educator from the Society of Financial Service Professionals Columbus, Ohio Chapter

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