As part of the collaboration, all Ethos policyholders will now receive one year of complimentary access to Origin’s financial management platform, which typically costs $12.99 per month or $99 per year. Origin offers a suite of AI-powered tools designed to help users gain a clearer picture of their finances, set goals, and plan for the future.
The move marks the latest addition to Ethos’ growing portfolio of value-added services for its policyholders. In recent years, Ethos has introduced free digital estate planning tools and other resources aimed at helping customers manage their financial legacies. The partnership with Origin builds on this by offering support earlier in the financial planning journey, helping users understand and take control of their finances before major life events occur.
“At Ethos, we continually innovate to add value for our policyholders,” said Prassath Leelakrishnan, Chief Growth Officer at Ethos. “Our complimentary estate planning tools have already been providing policyholders peace of mind so they can seamlessly pass on their wealth, and now our partnership with Origin is a powerful opportunity that is designed to offer enhanced financial security through a platform that is already helping people make smarter financial decisions. We are proud to join forces with a company that aims to deliver financial security in a modern, accessible way and welcome Origin as an inaugural partner into our perk program.”
For Origin, the partnership underscores its broader mission to expand access to financial wellness tools and shift the perception of what financial planning means. “Too many people think about life insurance only after a major life event – but by then, it can be too late,” said Matt Watson, founder and CEO of Origin. “We believe financial wellness isn’t just about budgeting or saving, it’s about being prepared for the moments you can’t plan for. Partnering with Ethos allows us to give people that peace of mind, helping Americans know, grow and protect their wealth.”
The partnership positions both companies at the intersection of financial wellness and insurance, as consumers increasingly look for solutions that offer not only protection but proactive planning tools that meet the demands of modern life.
