Life InsurTech firm Ethos has partnered with personal finance platform Origin to give policyholders a one-year free subscription to Origin’s financial management platform.
The partnership is designed to make long-term financial planning more accessible and support families in building financial stability.
Ethos uses proprietary technology and real-time data to simplify the life insurance process, offering a fully digital application experience without the need for medical exams. The company recently launched its Indexed Universal Life insurance product and continues to expand its benefits programme, which includes complimentary estate planning tools.
Origin, a WealthTech company, provides a comprehensive personal finance platform that combines budgeting, retirement planning, and AI-powered guidance to help users understand and improve their financial health.
Ethos chose Origin after evaluating the industry to find the most effective financial planning tool for its customers. The partnership supports Ethos’ broader mission of growing and protecting customer wealth through strategic collaborations.
“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,” Ethos chief growth officer Prassath Leelakrishnan said.
“Too many people think about life insurance only after a major life event – but by then, it can be too late,” Origin founder and CEO Matt Watson said. “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.”
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