Ward & Connolly

Ward & Connolly is a Columbus-based life insurance consulting and sales firm trusted by financial professionals, attorneys, accountants, trust officers, wealth managers, and financial planners. We are committed to providing personalized and confidential guidance to individuals and businesses seeking secure solutions for their families and legacies.

Paul W. Ward, Principal

With over 38 years of experience in estate, business, and life insurance planning, Paul W. Ward is a seasoned professional dedicated to safeguarding the future of his clients. His proficiency in financial planning, risk management, and client communication have earned him the respect of colleagues and clients alike.

Richard E. Connolly, J.D., Principal

A graduate of Duke Law School and admitted to the bar in Ohio and Florida, Richard E. Connolly boasts over 25 years of experience in tax law, estate planning, business planning, and life insurance planning. His comprehensive understanding of financial regulations and estate planning strategies provides clients with invaluable peace of mind.

Our Services

At Ward & Connolly, we offer a comprehensive range of life insurance solutions designed to meet diverse needs. These include:

Life Insurance Consulting

• Policy review and replacement analysis
• Individual and business disability insurance
• Insurance needs assessment
• Continuing education presentations for advisors
• Certified Viatical/Life Settlement agents

Life Insurance Sales Services

• Presentation of insurance options representing a large number of insurers and products
• Application and underwriting tailored to client needs
• Ongoing customer service after the sale, including claim handling, surrenders, or settlements

Our Approach

We believe in a personalized and collaborative approach to life insurance planning. We delve into each client's unique situation, understanding their financial goals, risk tolerance, and individual needs. We work alongside our clients to tailor a customized plan that meets their specific requirements and provides the desired level of protection.

Our Commitment

At Ward & Connolly, we are committed to:

• Providing professional, confidential, and personalized service.
• Representing our clients' best interests without compromising their financial security.
• Delivering customized solutions that align with each client's unique needs and goals.