Brian Kay and Pamela Yellen both have "hookup" approaches and work with Tim Austin (of How I made $743,000 last year in college funding) fame. From what I gather, Tim Austin runs the
FMO piece and Brian and Pam have different marketing methodologies. Essentially both follow the same logic - equity stripping (along with other assets) into whole-life policies, creating your Infinite Bank. I think Tim charges his underlings a monthly service charge (as if getting the overrides weren't enough). So Brian Kay refers people to Tim's
FMO using college funding and Pamela Yellen refers people to Tim's
FMO using the Infinite Banking/Nelson Nash approach.
Hope this helps....