Episode 350: The Art of Leveraging Insurance for Real Estate Success with Jay Helms

Not Your Average Financial Podcast™

In this episode, we ask:

• Can you imagine?
• Would you like to hear another story from Jay Helms?
• Would you like to hear Episode 243?
• How did Jay break free from the rat race?
• How did Jay leverage his Bank on Yourself® type whole life insurance policy’s cash value for real estate?
• What was the annualized return?
• What were the results?
• What was the deal?
• What was the loan amount?
• What was the interest rate?
• What happened six months later?
• What’s a “me-loc” ?
• What are the advantages?
• What was the policy’s growth?
• What is positive arbitrage?
• Where else can you do this?
• What about the risk?
• What about first lien position as a safeguard?
• What about coming out of the W-2 and going into the real estate world?
• What did he say?
• What did he not say?
• What about liquid access to that money?
• What about Jay’s mastermind group?
• What about growth friends?
• Would you like to join or login to the FREE Not Your Average Financial Community to access and participate in office hours?
• How about a thought exercise?
• Would you like to download this FREE two column sheet with growth friends | maintenance relationships along the top?
• What are 20 of the most recent, important connections from your device (text, zoom, phone)?
• What is the crab bucket?
• What happens when you take action?
• Would you like to meet with Mark?
• Would you like to meet with Jay?
• When is the best time to plant a tree?
• What does Jay say about starting a policy?
• What are the takeaways?
• How might you leverage your life insurance?
• What could be a powerful cash management tool?
• What about positive arbitrage?
• What are you waiting for?
• What about calculated risks?
• What about the importance of real relationships?
• How will you think differently about your money, your economy and your future?

Thought Exercise: Growth Friends and Maintenance Relationships (PDF)

Jay Helms, Founder of the W2 Capitalist, escaped the rat race after 6 years of side hustling in real estate investing. Jay has a goal to help one million people create multiple streams of income, achieve financial freedom, or build legacy wealth through real estate investing. Jay met his wife Cassie when they were contestants on a reality TV show and when their family of 5 are not traveling the country in their RV, Jay and Cassie reside in Gulf Breeze, FL, with their three kids, Rowland, Stella, and Ellen Anne. Knowing that closing on the first deal is the biggest hurdle and roadblock for new investors, he wrote a book, Make An Offer: Break Through Analysis Paralysis & Grab the Confidence You Need to Become a Real Estate Investor, to help them get over those mental hurdles.