Ward Powell, President of The Ward Powell Group Inc., A Financial Services Agency; licensed in most major and surrounding states. We have assisted hundreds of people with their business, retirement, and estate planning needs for over 20 years. Ward worked for AIG for several years, servicing businesses and professionals. In May of 2006, he founded the Ward Powell Group, Inc.
We have partnered with the Federal Reserve Bank of Chicago, The City of Chicago’s Department of Business Affairs and Protection and The Retired Teachers Association of Chicago and presented valuable content for their associated members and the business community throughout greater Chicago.
Ward is a Certified Estate Planner™, a member of the National Institute of Certified Estate Planners and is a current member of the Construction Financial Management Association; providing innovative ways to help its members in the construction industry. As a guest speaker for Nationally syndicated radio; he has discussed The Bank Funded Retirement Plan, an additional supplemental retirement plan, in addition to, speaking on Estate Planning topics. Recently, Ward was invited to speak to a group of Financial Advisors who were studying for their Certified Financial Planner designation. A graduate program offered by the University of Nebraska. This discussion involved the importance of using life insurance as an essential wealth preservation tool. He has recently published with CFMA’s Bottom Lines publication who has issued his article entitled “The Bank Funded Retirement Plan (BFRP): A Viable Supplemental Retirement Plan? Condensed Version July 2019.