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Peace of mind in all market conditions.

Investing has inherent risks, but that doesn't mean inherent loss. Our unique approach to portfolio security decreases your exposure to market loss, while increasing returns.

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Expert portfolio protection

Feel confident in your financial future.

Retirement and portfolio planning is the single greatest challenge successful individuals and families face. We’re here to solve it once and for all.

Rest assured that you’ll never outlive your money
Build a strong financial safety net for your family
Enhance your safe rate of return
Protect your savings from market risk

Feel confident in your financial future.

Revise Method

Personalized
end-to-end.

We use deep research and financial modeling to build your portfolio and retirement strategy. We get there every time, with every client, thanks to the Revise Method that uses PRSM™, or Protected Return Substitution Model.

Get a data-backed plan that weathers all market conditions
Enjoy white-glove support from your dedicated account specialist
No hidden fees or surprises
Replace underperforming assets

Total financial security

Here, your
future is safe.

Our best-in-class, fiduciary team will guarantee that you get the best fit for your retirement goals hassle-free, with no surprises, sales pitches, or confusing jargon. We bring the data and institutional knowledge of Wall Street to your personal finances.

Every Revise planner carries more than a decade of experience
We are independent, only selecting the right retirement product for you
All plans are back- and forward-tested for performance
Enjoy a boutique level of priority support

Our clients share their success.

Verified policyholder
"I used Revise to improve my portfolio. The process was straightforward and the team did a great job of "de-mystifying" the entire process. There are many types of annuities out there (some good and some bad) they often get painted with the same brush. The team at Revise cuts through fat and provides meaningful analysis that helped me (and hopefully you too) make intelligent money moves."
Graham G

Verified policyholder
"Revise didn't just meet my expectations-they soared right past them. Their proactive and data-backed service put me in a place of financial comfort and confidence."
Albert R

Verified policyholder
"I have been managing my own portfolio for some time. In retirement planning, however, it is important to diversify. I came across Revise while doing research and the bond-replacement strategy they provide is very compelling. Have a look at the website and get in touch. The team is very professional and will help you on your journey."
Peter F

How do we deliver your results?

Share your vision.

You’ll share your financial goals by discussing your needs, preferences, and past investing struggles and learn how Revise can help.

Portfolio Research & Optimization

Our team will get to work, blending market research, portfolio modeling, and retirement expertise to craft a plan just for you that will exceed your goals.

Delivery & support

We'll put your plan into place hassle-free and support your financial evolution.

The market has changed—has your portfolio?

Your portfolio deserves better.

Most portfolios are risk-heavy, outdated, or just plain broken. We help you rebuild yours with structure, protection, and performance that actually holds up.

A smarter, safer core portfolio
Protection without giving up upside
Institutional-grade allocation tailored to you

Who we are

Reducing portfolio risk
once and for all.

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Resources

Company

Revise Insurance Group LLC, doing business as Revise Annuity, is a licensed insurance producer authorized to transact in all states. We are domiciled in Illinois under #3002790618 and operate as Revise Insurance Solutions in California under #6012761.