New benefit gives Ethos policyholders access to Origin’s AI-driven personal finance management platform, including budgeting and financial planning, as well as spend and investment tracking
AUSTIN, Texas, July 15, 2025–(BUSINESS WIRE)–Ethos, a leading life insurance technology company that is on a mission to democratize access to life insurance, today announced a partnership with Origin, the all-in-one personal finance app that’s reimagining how people manage, build, and protect their wealth. Through this partnership, Ethos policyholders will receive access to one free year of Origin’s financial management platform, which includes powerful AI tools to help people better understand their finances and plan for the future. Together, Ethos and Origin aim to make financial services more accessible while empowering families to achieve greater financial stability.
After a comprehensive evaluation of the industry, Origin was selected as the premier financial management tool for Ethos customers, offering an all-in-one solution to manage their finances and build their wealth. Through this partnership, Ethos policyholders will be able to sign up for complimentary access to Origin’s complete financial management platform. This new benefit helps make long-term financial planning more accessible for policyholders by integrating everything from budgeting tools and retirement planning to financial guidance into one easy-to-use platform.
Ethos is partnering with industry-leading providers to deliver curated perks, designed to support policyholders’ important priorities. The new perks program complements Ethos’ recently launched Indexed Universal Life insurance, a wealth-building product that offers a cash value, living benefit, valuable tax advantages, and an optional retirement income stream, and Ethos’ complimentary estate plans. Together with the Origin offering, Ethos is helping grow and protect policyholders’ wealth and their families.
“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,” said Prassath Leelakrishnan, Chief Growth Officer, Ethos. “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.”
