Ontario-licensed Life & Accident & Sickness corporate agency operating through Experior Financial Group Inc.
Guidance that helps you protect your family, income, and business.
Get clear, education-first guidance to help protect what you are building for your family, income, business, and long-term legacy.
Faith, Wisdom & Strategic Stewardship
We help people protect what they are building with clarity, integrity, and long-term care — so protection planning supports your family, business, values, and legacy, not just the policy.
Our Core Values
Clear communication, thoughtful guidance, and consistent follow-through.
Honesty, responsibility, professionalism, and clarity in every conversation.
Time is taken to review, refine, and approach recommendations with care.
Grounded in purpose, stewardship, service, and long-term impact.
Clear solutions for important decisions.
Start with what you want to protect, then review the insurance and broader planning conversations that may apply.
Family Protection
Life insurance and living-benefit conversations focused on the people and obligations that matter most.
Income Protection
Disability, critical illness, and income-protection conversations for professionals and business owners who rely on earned income.
Business Continuity
Key person, partnership, buy/sell, and continuity conversations for owners and entrepreneurs.
A simple review that turns questions into a clear plan.
Clear steps help the client understand what happens before any recommendation is made.
Discovery
We learn about your goals, obligations, existing coverage, and what you want protected.
Protection Review
We identify gaps, explain options, and clarify what may or may not fit your situation.
Recommendation Map
You receive clear next steps and strategic guidance before making a decision.
Make education the proof point.
“The goal is not to pressure a decision. The goal is to make the decision clearer, more strategic, and easier to understand.”
[Agent Name], Licensed Life Insurance AgentBook a protection review.
Start with a short review request. We’ll follow up to understand what you want to protect and whether a deeper conversation makes sense.
Request a Review
Complete the form below and we’ll follow up to schedule a conversation.
Common questions before you book.
Clear answers about how the review works, what we can discuss, and how recommendations are approached.
Are you the insurance company?
No. We are a licensed corporate agency operating through Experior Financial Group Inc. Insurance policies are issued by the applicable insurer and remain subject to underwriting and policy terms.
What happens during a protection review?
We begin with your goals, obligations, and existing coverage, then review possible gaps and explain options in plain language before any recommendation is made.
How are recommendations approached?
Recommendations are shaped by the information you disclose, your priorities, and the protection needs identified during the review. The goal is to provide clear, strategic guidance rather than rushed suggestions.
Do you also discuss alternative investment options?
Yes. Where appropriate, alternative investment conversations may be part of a broader planning discussion. Any next step depends on suitability, risk considerations, licensing requirements, and the applicable product or provider process.
Do you also discuss mortgage-related planning?
Yes. If mortgage financing or mortgage-related planning is part of your bigger picture, we can discuss those needs as part of a broader strategy conversation and identify the appropriate next step.
Does booking a consultation guarantee approval?
No. Booking a consultation or submitting a form does not guarantee approval, pricing, or coverage. Final decisions are made by the applicable insurer, lender, or provider and may be subject to underwriting, qualification, or other review.
Lift Equity Group Inc. is an Ontario-licensed life and accident & sickness corporate agency. Malisa Bartholomew is a licensed life insurance agent. We operate through Experior Financial Group Inc., a managing general agency. We are not the insurer. Insurance policies are issued by the applicable insurer and are subject to underwriting, terms, conditions, exclusions, and limitations. General information on this page is educational only and is not personalized insurance advice.