Exclusive partner offer of up to $1,450 in savings for Policygenius customers!* Book your call today.

*Limited time offer. Terms and conditions apply.

Policygenius Terms & Conditions

This offer is valid for new Facet Wealth, Inc. (“Facet”) Members referred from Policygenius who sign a planning agreement for service with Facet between (Dates). New Members will be eligible to receive the following discounts off their annual Facet subscription based upon chosen tier of service:
Service Tier Regular Subscription Discount Amount Total Discounted Annual Fee
Complete $8,700 $1,150 $7,550
Plus $4,300 $750 $3,550
Core $2,600 $550 $2,050
Complete
Regular Subscription $8,700
Discount Amount $1,150
Total Discounted Annual Fee $7,550
Plus
Regular Subscription $4,300
Discount Amount $750
Total Discounted Annual Fee $3,550
Core
Regular Subscription $2,600
Discount Amount $550
Total Discounted Annual Fee $2,050
Renewals will be processed at the total discounted rate annually subject to Facet’s Planning Agreement fee notification terms.

ALL new Annual Members will be eligible to receive:

Facet will waive the initial enrollment fee of $300 for Core, Plus and Complete Members if you select an annual payment for your services. Facet Foundations Memberships are ineligible. All Memberships are non-refundable.

What other details do I need to know?
  • This offer is nontransferable.
  • Facet reserves the right to change or end this promotion at any time.
  • This promotion is not applicable to existing Members renewing service.
  • This offer is not valid for non-U.S. Members.

© Facet Wealth 2026. All rights reserved. Facet Wealth, Inc. is an SEC registered investment adviser. This is not investment, financial, legal, or tax advice. Past performance is not a guarantee of future performance. Facet shall not be liable for any loss or damage resulting from any delay in effecting instructions or transactions. Facet reserves the right to modify these terms and conditions or terminate this offer at any time. Other terms and conditions, or eligibility criteria, may apply.