We specialize in equity indexed annuities that are 100% principal protected, high-yielding, and no- or low-fee.
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Our Expertise
Equity indexed annuities (EIA) are a specific type of annuity that earns interest tied to the returns of the S&P 500 or the index of your choice, but unlike buying a traditional portfolio, it has 100% downside protection.
That means you participate in the growth and inflation protection, but will never lose money. This is accomplished by building complex derivative portfolios that back up your annuity. As the strategy is managed with a capital pool by an insurance company, fees are low and transparent.
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We'll help transfer or roll funds tax-free to your annuity.
Track returns & manage accounts through your online portal 24/7.
re·vise ri-ˈvīz. (verb)
to look over again in order to correct or improve.
Over half of Americans will retire without sufficient income to support their lifestyle. Mismanaged 401(k)s, brokerage losses, erosion by inflation, and lack of early planning are the culprits. You're more likely to outlive your savings today than ever before in history. Annuities can help.
An annuity is a principal-protected insurance product that accumulates tax-deferred and pays an optional income upon retirement. It's returns are tied to your favorite index, like the S&P500, but with zero risk.
An annuity is purchased with an initial premium alongside optional contributions during your working years (pay-in period), then pays an optional income for the rest of your life (pay-out period) with zero risk and market-tied returns.
The earlier you start paying into an annuity - the more interest compounds and accumulates inside your policy - more cash means a higher quality of life when you decide to retire.
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A direct investment in the stock market, or even an index like the S&P500 can lose money and leave you struggling later in life. Annuities are 100% principal protected but still participate in stock market returns.
Managing your own portfolio is time-consuming, error-prone, and even fancy money managers (who rarely outperform the market) eat away at your nest egg. Fixed annuities are low-fee product.
The average investor misses out on compounding by incorrectly rebalancing and reinvesting in their own portfolios - so you have far less during retirement. Annuities put this on autopilot.
Annuities never lose money but track your favorite index, like the S&P500 or Nasdaq-100, so investing in your retirement isn't a headache. Set it up once, and get back to living.
Meet Our Founder
After witnessing financial turmoil in his family during the dot-com bubble, Nicholas Crown decided to spend his career managing risk as an institutional fixed income trader. He built the Fixed Income Arbitrage desk at UBS in New York and became the youngest Director at the bank in 2014.
Believing that that fixed annuities are the most overlooked and misunderstood retirement vehicle in the marketplace, he launched Revise in 2023.
Nicholas is an active Managing Strategist and frequently meets directly with clients. He is a graduate of Cornell University with a major in Applied Economics. Nicholas lives in Chicago.
Annuities are written and backed by insurance carriers. We only partner with A+ rated insurers (AM Best or Fitch) vetted for the best no- or low-fee product offerings.
Your principal is 100% protected from market loss by your carrier. Further, Revise never handles your funds--your premium payment flows directly from your account to an A+ rated carrier. Annuities have a 0% risk of default.
Revise is a tech-enabled insurance brokerage dedicated to fixed indexed annuities. We are non-captive and can show a variety of carriers with an emphasis on finding you the best fit and rate. We're proudly based in Chicago, IL.
It's free to work with Revise. Depending on the annuity you choose, the carrier may assess no- or a low-fee to manage your annuity strategy. We are compensated via a brokerage fee paid by insurance carriers. Our compensation never comes out of your returns.
