Director of Client Development
Lonnie Loyd Fairbrook (Lon) provides project oversight in the registration, design, funding, operation and full service administration of U.S. Title 26 section IRC 402(b) compliant foreign retirement plans for U.S. persons and for persons or foreign financial institution transacting in U.S. Dollar that is Foreign Account Tax Compliance Act registered as ”Deemed Compliant”.
In 1983 Lon received his designation as a Chartered Life Underwriter (CLU) and in 1985 his Series 7 (General Securities) license through Bache Securities and became one of the first 200 Members of the International Association of Financial Planners which required (at that time) USA members to have professional experience in both Securities and Life Insurance.
With over 30 years industry experience, Lon is fully qualified IFA holding industry recognized CII (Award) & FAIO (CII). Undertakes regular further mandatory study to maintain annual CPD points as required & laid down by the CII & the Luxembourg state regulator. Keeping up to date with jurisdictional, tax treaty network, and domestic tax law issues is what ensures Lon’s advise is tax compliant.
Lon is an expert at evaluating Alternative Cross Borders Tax Compliant Financial Solutions accessed by means of a Private Placement Open Architecture Life or Annuity Policy and/or International Retirement Plan Tax Treaty Network Structuring. Lon interfaces with Attorney’s. Accountants, Asset Managers, Trustee and other Financial Service providers Cross Borders, to tailor each client’s own ideal Financial Solution. Also, he fulfills an ongoing role with each client in providing annual reviews and continues to oversee the structure (from a tax-compliance standpoint) including IRS Ruling in regards to, diversification, account control and ownership issues.