{ "media_type": "text", "post_content": "Anyone ever get involved or read about Brian Kay and the whole \"educational funding\" arena? Just curious if this is actually a legitimate process, or more of an insurance scam.", "post_id": "5a011c91adcf3004bc61ac75", "reply_count": 5, "vote_count": 4, "bowl_id": "599feb177c057d0010be0554", "bowl_name": "Financial Advisors", "feed_type": "crowd" }

Anyone ever get involved or read about Brian Kay and the whole "educational funding" arena? Just curious if this is actually a legitimate process, or more of an insurance scam.

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I know someone who works there. My understanding is that its not a scam just they are using Education Planning as a prospecting tool to do insurance business. Unless the person i know is brainwashed. Which is entirely possible.

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It's about overfunding a life insurance policy because the cash value isn't counted as a parental asset in financial aid formulas. That's technically true but still isn't the best way to save for college. So it's not a scam per se, but it is a sneaky way of using "life insurance as an investment" which isn't optimal. Continue to ignore.

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SCAM

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Are you being serious, or are you just assuming that?

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I get spam e-mails and mail from him all the time. I don't know any more than that.

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