HAROLD "TREY" FAIRMAN III
  AIF®, J.D., LL.M.

Retirement Plan & Insurance Expert

HAROLD "TREY" FAIRMAN III, AIF®, JD, LLM

Uniquely qualified with decades of experience in the high-net-worth insurance and financial institution marketplace.

I provide consulting and expert witness services regarding complex financial and insurance litigation matters to plaintiff and defense attorneys, as well as bank and investment company legal departments. I have over 27 years of experience as a tax planner and an insurance broker in the high-net-worth market, with a focus on sophisticated life insurance and life settlement transactions. Read more about me

Available for cases involving

Life Insurance (term, whole, universal, indexed, variable)

Insurance Premium Financing

Inforce Insurance Policy Review / Policy Lapse

Life Insurance Settlements

Trust Owned Life Insurance ("TOLI")

Insurance Agent Standard of Care

Premium Financed Indexed Universal Life ("IUL") Insurance

Stranger Originated Life Insurance
  (aka "STOLI" and "IOLI")

401(k) Fiduciary Oversight / Prudent Process

Disability Insurance and Business Owner Planning

Long Term Care Insurance

FINRA Arbitrations

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