Harold "Trey" Fairman III, AIF®, J.D., LL.M.

1501 San Elijo Road South
Suite 104, Box 135
San Marcos, CA 92078

2284 North Fox Trail
Fayetteville, AR 72703

619-993-0013 mobile

tfairman@waypointra.com

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.  With decades of financial services experience, I address issues such as: 

Fiduciary Oversight

Prudent Process

Fraud

Misrepresentation

Negligence

Suitability

Due Diligence

Standard of Care

Read more about me.

Example case topics include:

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

Premium Financing

Life Settlement Transactions

401(k) Fiduciary Oversight / Prudent Process

Disability Insurance and Business Owner Planning

Long-term Care Insurance

Annuities

Policy Valuation

Inforce Insurance Policy Review / Policy Lapse

Trust Owned Life Insurance ("TOLI")

Advisor Standard of Care

Premium Financed Indexed Universal Life (IUL) Insurance

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

FINRA Arbitrations

Go to Case Descriptions

Investment Advisory Services offered through TLG Advisors, Inc. Registered Investment Advisor; 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120. 303-797-9080.

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