Introduction to Experior Financial Group Inc 2023 : louddoc.com

Table OfContentsTable of Contents Head office locations A Career with Experior Our Founders Experior Financial Group's Core Values Serving Giving Encouraging Leading Teaching Showing Kindness Why Experior? Whatever your goal, Experior can help you build a better life! Meet the Directors Our power in numbers The Right Place For You We'll Give You All The Reasons Why! What makes us different? Hear directly from the CEO Executive Director Testimonials (One-on-one CEO, Jamie Prickett) Our Model - What is a Tri-brid? Legacy Ownership Shares in the company Advancement Opportunities Our CEO, Jamie Prickett is also a Best selling author! Product Partners in Canada and the USA Product Partners in Canada Product Parners in America 23456666666778991011111212121314151516

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A Career withExperiorOur success is due to ourclient solutions, built aroundour proprietary ExpertFinancial Analysis software(EFA). It provides our clientswith a simple easy to followFinancial Program offeredexclusively through ExperiorAssociates.The EFA provides a clear andaccurate analysis of yourclient’s current financialsituation and creates a stepby step plan.Get clients out of debt years faster, potentiallysaving them thousands of dollars in interest andshaving years off their mortgage and debtpayments.Set up proper saving plans for retirement,education and future goals.Help you review their insurance needs includingestablishing proper coverage amounts andpotentially lowering their costs significantly.Established in 2014 with headquarters in Guelph,Ontario, Experior has experienced financial associatesthroughout Canada and the United States. OurMission statement is Building Financial Foundationsfor Families to Empower Them Today and Leave aLegacy for Tomorrow.04Our unique model not only helps insurance agentsand builders succeed in the financial servicesindustry, it promotes excellence and allows them toattain levels of achievement they once could onlydream of. If you are looking for a new career or considering amove within the industry, Experior Financial Groupoffers everything you need for an exciting changeincluding part time and full time opportunities.Building Financial Foundations ForFamilies To Empower Them Today And Leave A Legacy For Tomorrow.

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OurFoundersCEO, Jamie Prickett and President,Lee-Ann Prickett have a combined30+ years in the financial servicesindustry serving customers.They have taken the best of thecaptive companies, the best of thebroker world and the best of thenetwork marketing organizations tocreate a genuinely unique Tri-Brid,Managing General Agency (MGA) thatworks for both our clients and ouragents.Established in 2014, our 3600+ team of well trained, state and provincially licensedassociates are available across Canada and the USA to assist you with all of yourinsurance and investment needs. Our associates appreciate the ongoing trainingand support they receive throughout their financial services career with ExperiorFinancial Group.Experior Financial Group: headquarters in Guelph, Ontario Canada andCheektowaga, New York, USA. Our Experior Financial Group Executives boast wellinto hundreds of years of experience in the financial industry. Experior FinancialGroup Representatives receive a high level of training, ongoing support andmentoring from our hands-on Executive Leaders ensuring that our clients receivesuperior solutions.We have become known across the country as one of the fastest growing MGA’s inCanada as the 6th largest MGA we have expanded into the USA to bring this uniquemodel south of the border. Experior Financial Group is the first MGA to successfullyopen up in the US Market and we are also a proud member of CAILBA in Canadaand Nailba in the USA.05

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06When choosing a company to work for or an expert to help you, it is important yourcore values align.If your gift is serving others, serve them well. If you are a teacher, teach well. If yourgift is to encourage others, be encouraging. If it is giving, give generously. If youhave leadership ability, take the responsibility seriously. And if you have a gift forshowing kindness to others, do it gladly.SERVINGWe serve families and their communities by facilitating financial security andplanning.GIVINGWe receive generously and therefore we inspire people to be generous givers intheir communities. We encourage volunteer opportunities and offer someopportunities corporately.ENCOURAGINGWe encourage our agents, families we serve and the communities we live in. We dothis by always helping people in their gifting's and consistently working onourselves.LEADINGWe respond to people's gifting's by inspiring accountable, ethical and diligentbehaviors to achieve compassionate and sustainable resources.TEACHINGWe teach financial literacy based on principles that are proven in order to facilitatepersonal financial freedom and responsibility for individuals and families.SHOWING KINDNESSWe model principles of compassion with respect and generosity. We listen,understand, empathize and respond.Experior Financial Group'sCore Values

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07WhyExperior?Click the link below to watchthis quick video.https://youtu.be/ctVLkTzN5ogExperior’s goal is to help people make their dreams come true, so they can build abetter life for themselves and their loved ones. The leaders at Experior understandwhat it takes to achieve financial security, and they are committed to helping eachindividual reach their goals. We have a leadership that is well versed in our industry and provides excellentdirection for our employees, associates, and clients. We develop an environmentthat inspires passion and fosters innovation among our colleagues and gives usthe opportunity to contribute to something greater than ourselves. We care aboutour associates and our legacy plan shows it. At the heart of everything we do, it’s allabout you leaving behind a legacy that will outlive you. Something that will make apositive difference for generations to come.Whatever your goal, Experiorcan help you build a better life!

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Meet Our DirectorsCEO & Co-FounderJamie Prickett08Director of OperationsNathania MillettePresident & Co-FounderLee-Ann PrickettChief Experience OfficerSheldon SmollanWe also have an Executive Leadership Council that meets weekly to discuss thedirection of Experior Financial Group and raise any concerns or suggestions theyhave. This group is made up of our Top Leaders within the company who give oftheir time and energy to help Experior grow and provide feedback for our agents inthe field.Chief BusinessDevelopment OfficerShawn Redford

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9Our Power in NumbersThe best way to build a sustainable business isn’t to chase after success, it’s tobuild a team of like-minded people who can help you succeed. We are proud to berecognized as one of the fastest growing MGA’s in Canada. We’ve now expandedinto the United States and are excited to bring our unique business model toAmericans across the country.10Years in Business175+Executive Directors3600+Financial AssociatesOver 50,000 Families Helped$25 Billion Life Insurance Placed$100 Million Premium SoldJoin the best company in the industry!Experior offers an exceptional workfrom home opportunity that isdesigned to grow with you. We prideourselves on creating a positive,forward-thinking culture andencouraging our associates to thrive inan environment where they can offerhighly personalized customer service.Experior representatives enjoy the fullbenefits of a top-notch trainingprogram, and the opportunity to earna substantial income. Join us as werevolutionize the insurance industryone life at a time. We are currentlyseeking motivated individuals for part-time and full-time positions.The Right Place For You

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10We'll Give You All TheReasons Why!Part & Full-time Career with ExperiorBest Compensation Model in the IndustryAffordable Licensing CourseLow back-office feesNo Experience NecessaryOpportunities for AdvancementBecome an Expert in the IndustryFastest Growing MGA in North AmericaAccess to our ExecutivesOngoing Training and SupportProprietary Client Relationship Management Software (CRM)Over 26 Insurance/Investment Company PartnersOwn Your Book of Business from Day 1 World Class Sales Support & TechnologyOur Proprietary “Expert Financial Analysis Software” Gives You the Tools You NeedOnlineReceive Hands on Experience Working with the Top Leaders at Experior FinancialGroup Inc.Complimentary Marketing AssistancePromotions Based on Personal and Team ProductionOverrides on All Product Lines for Agency BuildersCorporate Ownership/Equity Opportunities (Shares in the company)Develop a Business that Can Be Passed on for Future GenerationsLeadership Conferences, Gala and Awards

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12Our Model - What Is A Tri-Brid?Co-Founders, Jamie and Lee-Ann Prickett having worked inside all the differentmodels have designed a unique tri-brid model with the most potential for agentsand builders to achieve success. They took the best of the captive model, the best ofthe network marketing model and the best aspects of the MGA model to createwhat is known as Experior Financial Group Inc. Legacy OwnershipExperior is there for you and your family and gives you the opportunity when it’s timeto retire or if you pass away to continue your business legacy. Your business may bepurchased to give you the residual income. Your beneficiary (spouse) also willreceive residual income on your business. Our Legacy Ownership comes in Silver, Gold and Platinum achievement levels.Speak to an associate to learn more about this unique offering from ExperiorFinancial Group.Shares In The CompanyShares in the company are given to you as you become a qualified ExecutiveDirector with Experior Financial Group. As you continue to progress in your careerreceiving promotions, more shares are earned. Recipients must meet therequirements set out by Experior to achieve this milestone. Interested in learningmore? Speak to the Experior agent who shared this document with you.

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13Advancement OpportunitiesFrom Financial Associate, to Senior Financial Associate, to Senior Manager, toExecutive Director, to Senior Executive Director, to National Executive Director, toSenior National Executive Director we have advancement opportunities thatseemingly never end. Allowing you to achieve the success you never thoughtpossible anywhere else!

Introduction to Experior Financial Group Inc 2023

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