Who We Are: Leading the Way in Financial Services
Your Partner in Financial Success
What sets us apart is our unwavering commitment to core values such as integrity, excellence and a touch of creativity. We are dedicated to treating our clients with fairness, delivering exceptional products and service, and continually seeking ways to innovate and grow.
Leadership: Jamie and Lee-Ann Prickett
Jamie and Lee-Ann Pricket bring a combined wealth of experience to Experior Financial Group, with over 30 years in the financial industry. Their deep understanding of family needs and passion for delivering personalized solutions drives Experior’s dedication to providing a wide range of customized solutions that cater to diverse needs and financial goals. Their extensive background provides valuable insights into the challenges and opportunities faced by families in today’s complex financial landscape. Jamie’s commitment to excellence and innovative thinking, along with Lee-Ann’s dedication to personalized service and client education, have been instrumental in shaping and building Experior’s approach to customer service, financial strategies, and a reputation for trust and transparency.
The story of Jamie and Lee-Ann began not with some great, sudden inspiration. They did not wake up one morning and shout, “Hey, let’s start a company!”
No, their path was more gradual – like one of those long road journeys when you don’t know how far you have gone until you glance back and go, “Whoa, we’ve covered a lot of ground.” Long hours, tons of heart, and a clear vision of their desired outcome helped to thread their course.
They reflected on where they were and found something that didn’t feel right with them: families weren’t getting the top-notch financial and insurance solutions they deserved, and agents weren’t getting the team support they needed to prosper.
Jamie and Lee-Ann decided they would solve the problem, like putting together a puzzle with missing pieces.
Building financial foundations for families to empower them today and leave a legacy for tomorrow.
Then, Experior Financial Group came into being. It is not just another financial services provider but a business founded on the idea of establishing a venue where agents could truly flourish, and families could have hope about their financial prospects and future.
Jamie and Lee-Ann aspired to create anything beyond an ordinary company. Experior was to become something more – like a family in which any agent from all backgrounds or experiences could find encouragement and success.
Do you know the sensation you get when you enter a room and simply feel comfortable? Every agent at Experior wants exactly this. A place where everyone helps each other along their journey toward the same objective.
Jamie and Lee-Ann’s vision was a success. Under their leadership, Experior rapidly gained recognition in the financial services industry. Everything they produced revealed their passion and commitment.
Meet them; you will see that they are not only corporate and effective leaders. These are the kind of individuals you would actually like having coffee with (or even a lovely tea if they are all caffeinated out). Visionaries, certainly, but also mentors, friends, and simply decent people.
Their compass? Success is not only about reaching goals or expanding a company – that is clear-cut. Real success results from enabling others to succeed. That idea became the pillar of Experior, guiding every choice and every deed.
Therefore, if you ever find yourself wondering about the heart and soul underlying Experior, it all boils down to Jamie and Lee-Ann Prickett. Built on dreams and tenacity, their path still makes a significant difference in the lives of many. And they are only now getting started.
The Experior Difference: Our Unique Tribrid Model
We at Experior Financial Group are innovators, revolutionizing the way financial services should work for our clients and our agents.
What sets Experior apart? Our groundbreaking Tribrid Model.
We combine the best aspects of broker, captive, and independent models into one, providing:
- For clients: a broad spectrum of customized financial solutions and individualized service.
- For agents: independence and flexibility to thrive, along with mentoring and support.
This fresh approach has made us one of the fastest-growing MGAs in Canada, and now we are bringing it to the USA. We are not just selling policies. We are delivering real solutions to build financial security for families and businesses.
Combining the best elements of the conventional captive model with broker flexibility, we created a unique Independent Marketing Organization (IMO) in the USA in 2019.
Blending the Best: A Hybrid Approach for Better Results
Do you know how some things just work better when you combine the best parts of each? That is what we have done here.
We see the value in the structure and consistency of captive insurance companies. But we also get the appeal of the freedom and flexibility insurance brokers enjoy. We developed a solution that provides both structure and consistency, along with freedom and flexibility.
Our approach gives clients a whole range of tailored financial solutions. Simultaneously, it provides agents with the freedom to truly excel. Experior provides a mutually beneficial partnership.
Experior Financial Group | What Makes Us Different?
9000+ Licensed Associates Across North America, Ready to Help
Since our start in 2014, Experior has grown to over 9000 licensed associates. They are spread across Canada and the USA, and they are all ready to address your insurance needs. But it is more than growing numbers. Our team is trained to offer top-notch service.
They get regular insurance training, mentorship , and plenty of client support. When you choose Experior Financial, you are not just picking an independent insurance agent. You are choosing a dedicated partner who is prepared to help you succeed.
Headquarters in Canada, Expanding Throughout the USA
Our home base is in Guelph, Ontario, Canada, and Cheektowaga, New York. But our reach stretches all across North America. With the expertise of our leadership team, we deliver top-tier financial solutions. Whether you need life insurance, investment planning, or retirement strategies, Experior Financial Group is here to guide you, no matter where you are.
Proud Members of CAILBA, NAILBA and Industry Innovators
We are proud members of CAILBA, committed to the highest industry standards. Our leadership team doesn’t just oversee operations – they mentor and support our agents. Their goal is to ensure clients get the best service possible.
NAILBA, the National Association of Independent Life Brokerage Agencies, stands as the premier advocate for independent brokerage distribution. As a part of Finseca, NAILBA supports life, health, annuity, and supplemental insurance distributors, representing over 300 agencies that collectively generate more than $20 billion in annual premiums.
We don’t just want to grow our business. We want to raise the bar for the whole insurance industry.
The Heart of What We Do: Core Values of Experior Financial Group
At Experior, we view fundamental values as the core of our identity and daily actions rather than mere words on a wall. Consider them our North Star, directing our choices, business ethics, and treatment of the people around us. These principles enable everyone we deal with and ourselves to know what is right and how to keep on course even in the most difficult of circumstances.
The truth is, though, that your beliefs must coincide whether you are selecting a life insurance company to use or someone else to assist with your financial goals and financial future. Finding a good dance partner is similar in that you want someone who moves in time with your own.
Take the Lead with Honesty
To be a good leader is to take responsibility seriously; it is not enough to simply be in control. At Experior, we think it is important to set a good example, act honestly, and do the right thing at all times. Trust is earned, not given, and trust is the foundation of good leadership.
Building Trust: How Independent Insurance Agents Forge Strong Client Relationships
Teach What Matters
If teaching is your thing, teach like you mean it! We don’t just discuss financial literacy and professional growth – we live it. We make sure the lessons we share are practical, relatable, and – dare we say – interesting!
Because honestly, learning about finances shouldn’t be boring. It should empower people to make confident financial decisions.
Spread Encouragement
We all need a little encouragement now and then, right? If your gift is lifting others up, don’t hold back. At Experior, we encourage our agents, clients, and communities to be the best they can be. Sometimes, all it takes is a kind word or a little push to help someone reach their full potential.
Give Generously
Honest to goodness, giving back makes you feel great. Also, we aren’t just talking about money; we greatly value extra effort and the time, energy and resources required. Relying on a formula isn’t important; what matters is making a genuine difference in someone’s life. This is what giving is all about.
Show Kindness, Always
It seems straightforward, but let’s not ignore the impact it creates. A kind remark, a simple gesture, or even taking the time to listen can significantly brighten someone’s day. Kindness is not an afterthought at Experior; it permeates all we do. We are here to pay attention, help, and ensure everyone feels supported. To be honest, the world could always use more compassion.
Serve with Heart
If your gift is serving others, then go all in. We believe in serving with everything we have. Whether it is helping a client find the perfect financial solution or lending a hand in the community, we make sure we are giving back our best. It’s not just about doing the job – it is about doing it well.
Vision for the Future at Experior Financial Group
Our clear future ambition at Experior Financial Group is to become the most trusted and creative leader in the financial services sector in North America. Every family from all walks of life will have access to customized, open, efficient financial solutions that enable them to reach long-term financial stability and peace of mind regardless of their financial situation.
We want to always challenge what is efficient in financial services by using creative technology, data-driven insights, and a human-first approach to better serve our agents and their clients. Our first concerns are expanding our audience, diversifying our offerings, and maintaining an exceptional degree of integrity, achieving financial freedom, and quality.
Experior Financial Group helps North American families attain financial security and peace of mind. We do this by providing a variety of tailored financial solutions and supporting our certified colleagues.
Experior uses a Tribrid Model that combines captive, broker, and independent strengths. This allows us to provide clients with a wide range of specialized financial products and give agents the independence and flexibility of a brokerage environment with continuing mentorship and assistance.
While qualifications vary by region and function, most require a strong work ethic, a willingness to help others and professional development. New hires can learn the skills they need through Experior training.
Experior gives its employees and associates the tools they need to succeed. Financial products, laws, and sales tactics are thoroughly taught to new hires. Mentorship programs, seminars, and experienced organization leaders give ongoing support.
Experior offers a fulfilling career with unlimited income and growth. Associates enjoy a supportive team, continual training, and competitive pay. Experior also promotes community and charity.