Business Details
12 Years
experience
Your Trusted Partner for Insurance and Financial Solutions
Experior Financial Group was founded in 2014 with a mission to build financial foundations for families, empowering them today and leaving a legacy for tomorrow. Our unique Tri-Brid model combines the strengths of captive companies, broker networks, and network marketing organizations to deliver client-centric solutions. With over 10,000 trained associates across Canada and the USA, we leverage our proprietary Expert Financial Analysis (EFA) software to provide personalized financial pathways tailored to each client's unique needs.Our leadership team, including co-founders Jamie and Lee-Ann Prickett, brings decades of combined experience in financial services, ensuring our clients receive expert guidance and innovative solutions. As one of Canada's fastest-growing Managing General Agencies (MGAs), we prioritize ongoing training, hands-on support, and ethical practices to help families achieve financial security and long-term prosperity.
Services
Life Insurance
Health Insurance
Critical Illness Insurance
Disability Insurance
Term Life Insurance
Universal Life Insurance
Dental Insurance
Senior Insurance
RRIFs
Segregated Funds
Details
- Year established: 2014
Highlights and features
- We have over 10,000 trained associates across Canada and the USA.
- Our proprietary Expert Financial Analysis (EFA) software delivers personalized financial strategies.
- We offer flexible part-time and full-time career opportunities for agents.
- We are recognized as one of Canada's fastest-growing Managing General Agencies (MGAs).
- Our leadership team brings decades of combined experience in financial services.
Associations and certifications
- CAILBA
What people say
Fastest-growing MGA in Canada
Proprietary EFA software
Hands-on training and support
Flexible career opportunities
Client-centric approach
Services
Life Insurance
Experior Financial Group offers comprehensive life insurance solutions, including term and universal life policies. Our products provide financial security for dependents, covering funeral costs, debts, and long-term needs. With flexible terms and tax-free death benefits, we help clients protect their families' futures while offering competitive rates and personalized planning.
Health Insurance
Our health insurance plans address unexpected medical expenses, covering prescription drugs, specialists, and critical treatments. Designed for Canadian families, these policies protect savings from healthcare costs while offering flexibility for retirement or emergency needs. We combine affordability with comprehensive protection to ensure financial stability during health crises.
Critical Illness Insurance
This coverage provides lump-sum payments for 25+ qualifying conditions, including cancer and heart attacks. Funds can be used for treatment, home modifications, or income replacement. Our policies emphasize tax-free benefits and return-of-premium options, ensuring clients receive financial support during recovery without depleting savings.
Disability Insurance
Experior's disability insurance safeguards against income loss due to illness or injury. Offering short- and long-term options, our policies replace up to 70% of income, ensuring mortgage payments and daily expenses remain covered. We prioritize non-cancellable plans and flexible benefit periods to adapt to clients' evolving needs.
Term Life Insurance
Our term life policies provide affordable protection for specific periods, ideal for mortgage protection or family needs. With terms ranging from 10 to 30 years, these plans offer tax-free death benefits while allowing conversion to permanent coverage. We emphasize transparent pricing and simplified underwriting for quick policy acquisition.
People
Jamie Prickett
CEO & Co-Founder
Jamie Prickett co-founded Experior Financial Group in 2014, combining 15+ years of financial services experience. He developed the Tri-Brid model to revolutionize insurance distribution, focusing on agent empowerment and client-centric solutions. His leadership drives the company's rapid growth across North America.
Lee-Ann Prickett
COO, President and Co-Founder
Lee-Ann Prickett co-founded Experior Financial Group, leveraging her industry expertise to shape the company's operational strategy. She oversees day-to-day operations and agent training programs, ensuring consistent service quality. Her commitment to financial literacy education strengthens client relationships and business development.
Shelden Smollan
Chief Experience Officer
Shelden Smollan joined Experior after 43 years in life insurance wholesaling. As CXO, he enhances client and agent experiences through innovative training initiatives. His industry insights help position Experior as a 'loveable disruptor' in the MGA space, driving customer satisfaction and retention.
Questions
What services does Experior Financial Group offer?
We provide life, health, critical illness, and disability insurance solutions, along with RRIFs and segregated funds. Our proprietary EFA software creates personalized financial plans for Canadian and US clients.
How does Experior's Tri-Brid model benefit clients?
Our model combines captive company efficiency, broker network flexibility, and network marketing innovation to deliver cost-effective, tailored insurance solutions with exceptional agent support.
Can I get insurance without a medical exam?
Yes, we offer no-medical-exam life insurance options. However, coverage amounts and premiums may vary based on underwriting requirements and individual health assessments.
Do you serve international clients?
While primarily serving Canada and the USA, our critical illness policies cover treatment received internationally. We also assist expatriates with cross-border insurance needs through our network partners.
How does the Expert Financial Analysis (EFA) software work?
EFA provides comprehensive financial assessments, generating step-by-step plans for debt reduction, savings, and insurance optimization. It helps clients visualize their financial future and make informed decisions.
What career opportunities exist at Experior?
We offer part-time and full-time agent positions with industry-leading compensation. Training programs, proprietary tools, and leadership development support career growth for entrepreneurial-minded individuals.
