S03 E11 The Role of Corporate Life Insurance in Business Exit & Estate Planning | Gerry Phillips

Golden Horseshoe Business Podcast · Sep 17, 2026 · 1h 34m

The wealth accumulating silently inside your corporation is being handed to the tax authority one passive income dollar at a time, and Gerry Phillips, Senior Financial Advisor at Phillips Financial Group, built 45 years of stock market mastery and advisory excellence to stop exactly that. Saving taxes is the same as making money. This episode exposes how Canada's most underutilised corporate financial tool, overfunded whole life insurance, is quietly transforming how incorporated business owners build tax free cash value, protect their estates, and create a legacy that outlasts the business…