Sorry, you need to enable JavaScript to visit this website.
Skip to main content

Facet Wealth throws a lifeline to struggling 'insurtech' firm amid an industry shakeout; Facet is delivering a mother lode of referrals and asking nothing in return

Oisin Breen
August 02, 2022

Policygenius does the heavy lifting and keeps commissions, but the national RIA has 500 CFP-administered financial plans that include executed insurance policies for younger clients.