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

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.

Author Oisin Breen August 2, 2022 at 1:47 AM

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Anders Jones: We can help [ RIA clients] get the right coverage.

Anders Jones

Facet Wealth

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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

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April 3, 2019 at 2:22 AM

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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

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April 3, 2019 at 2:22 AM

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