Adam Doran - 52 Units As A Limited Partner; Why Life Insurance and Real Estate Go Hand-In-Hand

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Work hard, but make your money work harder for you. That’s what Adam Doran and I have talked about in this episode. We already know real estate can be a valuable source of passive income, but Adam will tell us why life insurance can make our real estate investing better--or specifically, more profitable.

Adam is a wealth advisor at Prevail Innovative Wealth Strategies, helping clients build sustainable, tax-advantaged wealth and long-term income. Before jumping into real estate, he was a police officer for 16 years.

Let’s listen to Adam and know why life insurance and real estate go hand-in-hand!

[00:01 - 06:19] Opening Segment

  • Let’s get to know Adam Doran
  • His path to real estate after 16 years as a police officer

[06:20 - 15:45] Investments of Wealthy People

  • Where do wealthy people invest their money?
  • He recalls his first year working in real estate
  • Adam tells us the perks of multifamily

[15:46 - 27:55] Term vs. Whole Life Insurance

  • The good problem to have in real estate for Adam
  • Term insurance vs. whole life insurance
    • Adam weighs in
  • How to leverage your insurance policy
    • A tax-efficient vehicle to build your family legacy

[27:56 - 37:22] Tax-Free Non-Reportable Retirement Income

  • How to build a foundational capital strategy
    • Adam explains
  • Here are creative investing ideas from Adam you should hear
  • How to get tax-free income in your retirement

[37:23 - 40:30] Closing Segment

  • Connect with Adam. Links below
  • Final words from Adam and me

Tweetable Quotes:

“A lot of the real estate investor clients I work for, family legacy is a big piece.” - Adam Doran

“Frankly, tax-free money that you don’t have to report to the IRS as an income in retirement trumps money that you have in a 401(k)...” - Adam Doran

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Call 913.548.1447 to connect with Adam or follow him on LinkedIn. Visit Prevail Innovative Wealth Strategies and their Facebook, LinkedIn, and YouTube pages.

Guest email: adoran@prevailiws.com

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