Ethos, a life insurance technology company, has announced a strategic partnership with Origin, an all-in-one personal finance platform, to provide Ethos policyholders with a complimentary one-year subscription to Origin’s financial management tools.
This collaboration aims to enhance financial stability for families by making financial services more accessible. Through the partnership, Ethos policyholders will gain access to Origin’s comprehensive platform, which includes AI-powered tools for budgeting, retirement planning, and general financial guidance.
Ethos is integrating this offering as part of a new perks program designed to add value for its policyholders. This initiative complements existing benefits such as complimentary estate planning tools and the recently launched Indexed Universal Life insurance product, which features a cash value, living benefits, tax advantages, and an optional retirement income stream.
Prassath Leelakrishnan, Chief Growth Officer at Ethos, stated, “At Ethos, we continually innovate to add value for our policyholders. 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.”
Ethos leverages proprietary technology and real-time data to streamline the life insurance purchase process, offering a 100% digital application that provides decisions within minutes, typically without the need for medical exams. This approach is designed to simplify access to life insurance and promote long-term financial stability for families. The company has experienced significant growth over the past year and collaborates with a distinguished group of carriers, including Protective, Legal & General America, TruStage™ Financial Group, Inc., John Hancock, Ameritas Life Insurance Corp., and Mutual of Omaha.
Matt Watson, founder and CEO of Origin, commented, “Too many people think about life insurance only after a major life event – but by then, it can be too late. 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.”
Origin was founded on the principle that financial planning should be accessible at every stage of life. Its platform combines human financial planners with financial technology to educate consumers and facilitate the creation, execution, and tracking of personalized financial plans. Origin is backed by venture capital firms and investors, including 01A, Founders Fund, Felicis Ventures, General Catalyst, and Lachy Groom.
