Richard Connolly is a principal with Paul Ward at Ward & Connolly, a provider of life insurance consulting and sales services. He graduate from Duke Law School, and was admitted to the bar in Ohio and Florida. Mr. Connolly has more than 25 years of experience in tax law, estate, business, and life insurance planning. He is 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
Mr. Connolly has acted as an expert witness in litigation involving life insurance policies. He has also been interviewed and quoted by the Wall Street Journal on life insurance topics. He regularly provides life insurance policy evaluation and consulting to charities, law firms, fee only financial planners and trustees. Mr. Connolly has been a guest Lecturer at The Ohio State University Fisher College of Business Masters of Business Administration program. He is 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. Mr. Connolly is the 2013 recipient of the Dr. John R. Ervin Golden Apple Award for outstanding insurance educator from the Society of Financial Service Professionals Columbus Chapter.