Kirk Connelly

I have lived in the Washington, DC area all of my life. Being prepared and having a plan is important to help you protect your family, business and assets with the use of insurance. I am here to be a valuable resource to you, your family and your business.

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Phone:
(703)-368-0138 ext: 252
Fax:
(703)-361-5558
Cell:
(703)-599-6362
States Insurance Licensed:
DC, MD, VA
Areas Served:
Virginia, Maryland and the District of Columbia

Registered Representative

I have lived and worked in the Washington, DC area all of my life. I am happily married and have two incredible teenagers. My son and daughter are both 3rd degree Black Belts in Tae Kwon Do. My son is attending Virginia Tech and my daughter will be a junior in high school. I have a lot of real life experience in raising a family.

Being prepared and having a plan is important to help you protect your family, business and assets with the use of insurance. I have experienced some tragedies within my own family (unexpected accidental death, cancer, paralysis and MS) that have helped me to understand how to help my clients plan for unexpected situations. I remain extremely dedicated to all of my clients.

I have helped people for 11 years as a Registered Representative agent in Maryland, Virginia and the District of Columbia. I have over 300 plus clients and have been growing my business steadily every year. I have 30 years in customer service which has helped me understand and build strong and lasting relationships with my clients. I hold a Securities Series 6 and Series 63 licenses which allows me to expand my services even more.
HOW I WORK: I schedule an Insurance and Assets Financial Review meeting and discuss my clients individual, family and/or business goals. I provide a no-cost professional business valuation for my business clients. I provide clients with a very detailed assessment of what they have and what they may be missing. I will let them know WHY their life insurance and investments may not be meeting their needs. I provide them with my professional recommendation on HOW to accomplish the goals they want to meet and WHAT we need to do to meet those goals together. I will discuss the steps they need to take to IMPLEMENT these goals into their financial strategies.

I am here to be a lifelong financial resource for my clients.




Products I Offer

Learning Center

Highlighted Material

Retire with Confidence

Read the transcript

Indexed Universal Life Insurance: Help Meet Your Goals

Whether you’re planning for retirement, college, or a rainy day, it’s important to focus on the journey – not just the destination. To successfully plan for these milestones, it’s vital to figure out which tactics to use to reach your goal faster, safer or more effectively. One of the tactics many consider is life insurance […]

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Medicare Advantage vs. Medicare Supplement Insurance Policies – Which is Right for You?

Did you know that after you enroll in Medicare, there’s a few more steps to take? You still need to decide how you want to receive your Medicare benefits and whether you want to pay for additional coverage. Medicare (Part A and Part B) is where many people start, but this plan can leave you […]

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