Policygenius, the one-stop platform for comparing and buying insurance, and Facet Wealth, a fintech company offering unbiased, personalized advice that integrates into every facet of life at an affordable flat fee, today announced a partnership that empowers Facet’s network of CERTIFIED FINANCIAL PLANNER™ professionals to offer term life insurance to its clients.
Policygenius recently launched an enterprise offering called Policygenius Pro, a powerful, end-to-end insurance solution that helps advisors accelerate and streamline life insurance sales. Partners receive exclusive access to a wide variety of insurers, coverage types, and policy options, including accelerated underwriting offerings, and also receive support from an expert staff of dedicated specialists for case management and product support.
When Facet first began working with Policygenius in an exploratory partnership, Facet helped more than 500 clients secure the right life insurance coverage using Policygenius Pro.
“Facet Wealth delivers a new standard of fiduciary guidance, whereby personalized financial planning and advice is on par with the growth of your investments, and this partnership is an extension of that commitment to our clients,” Brent Weiss, CFP®, co-founder of Facet Wealth, said. “The simplicity afforded by Policygenius Pro will allow our advisors to help clients secure the coverage they need and to ensure peace of mind for their families, especially as we enter a period rife with volatility.”
The success of Facet’s model is evident in its rapid growth since its inception in 2016. Facet was ranked as the second fastest growing company in the Mid Atlantic by Inc and had a $100 million Series C raise earlier this year.
“This was a natural partnership for both companies, which is why our early work together created so much value,” Jennifer Fitzgerald, CEO and co-founder of Policygenius, said. “Facet and Policygenius work with people to build more secure financial futures. We both believe strongly in unbiased advice from experts offered through customer-centric financial products and services made accessible across the socioeconomic spectrum.”
Policygenius Pro expands the breadth of options available to Facet’s clients and is an important step toward the firm’s mission to democratize financial planning and to increase access to high-quality financial guidance and planning to millions of Americans. Policygenius’ best-in-class customer experience coupled with their Net Promoter Score (NPS) of 75+, which is double the industry average, ensures that Facet planners can refer their 12,000 clients with confidence.
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