1 Life Policy Lapses Expert Witness Found

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Harold "Trey" Fairman III, AIF®, J.D., LL.M. Financial Services Industry Expert

Fayetteville, Arkansas
Insurance, Securities & Investments - Life Insurance,ERISA,FINRA,Premium Financing,IUL,Negligence,Life Settlement,Indexed UL,Annuities,STOLI,Economic Damages, Misrepresentation,Disability,Unfair Sales Practices,Fraud,Standard of Care,Variable, LTC, 401k,Illustration,VUL,FIA,ILIT,Bad Faith,Policy Lapse,Fiduciary,Agent Duty,403b,Deceptive
...Product experience includes most types of investment vehicles, annuities, disability income insurance, long-term care insurance, and most varieties of life insurance, including term life, whole life, universal life, indexed life, variable life, and private placement life insurance. Advanced planning experience includes irrevocable life insurance trusts, split-dollar life insurance, life insurance premium financing, life settlement transactions, and Stranger Originated Life Insurance (STOLI). Additionally, I have considerable experience regarding the roles and responsibilities comprising the financial advisor’s duties, the standard of care, and traditional financial industry customs and practices. I also have many years of experience working with fiduciaries and am familiar with how those duties may or may not apply to advisors when interacting with clients.