Origin Financial Wellness
Your Benefit Overview
At Proofpoint, our benefits programs are about your whole wellbeing and providing security for your life. We are excited to offer Origin Financial Wellness to provide financial planning support for you and your family.
Origin provides support across all things money. They can help you get answers to key questions, develop a plan for your money, and take action with the support of a professional financial expert.
Your Origin benefit includes free and unlimited access to a network of Certified Financial Planners to support your financial wellbeing. This benefit is currently available to all US Proofpoint employees. As Origin expands its services and technology into more countries, we will look to make it more widely available to our global teams.
Origin Certified Financial Planners can provide high-level guidance and strategize with you when planning ahead. Because finances impact everyone, we are also providing the opportunity in the platform to include partners and spouses, so you can plan your financial journey together.
|Financial Planning||Insurance and Risk Management||Investment Advice||Retirement and Estate||Additional Services|
|Financial roadmap||Renters/home insurance||Portfolio guidance||Retirement income planning||Relationships with other service providers|
|Debt management||Life insurance||Investing basics||Pensions||Client education and awareness|
|Life event planning||Disability insurance||Investing tax strategy||Will and trust guidance|
|Goal setting||Other types of insurance||Risk assessment|