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Could your “safe” dollars earn more without adding risk?

Compare your current bond mix to a contract-backed alternative that never participates in market losses, yet may credit higher upside interest.

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Expert portfolio protection

The 10 years that matter most.

If a bear market hits as you approach retirement, it can steal years from your portfolio's longevity. Our contract-backed hedge is built to shield that critical window while still giving your money room to grow.

Help safeguard decades of savings and pursue higher credited interest
Capture index-linked growth while your principal stays 100 % protected
Dial down volatility without accepting added downside risk

Our Method

Personalized
end-to-end.

Using deep analytics and proven fixed indexed annuity (FIA) structures, we design a protected-growth sleeve that can live alongside, or in place of, your current conservative holdings.

Data-driven review of your existing “safety” allocation
One-on-one guidance from a licensed insurance professional
Clear, straightforward pricing with no hidden fees
Solutions stress-tested across multiple market regimes, aiming to raise yield without raising risk

Total financial security

Here, your
future is safe.

Our independent specialists match your goals to the most suitable annuity. No jargon, no sales pressure.

Fiduciary-style, holistic approach (insurance only)
Access to dozens of A-rated carriers
Each proposal vetted under different market scenarios
Boutique-level priority support

Our clients share their success.

Verified policyholder
"Revise helped me evaluate an FIA strategy that could strengthen the conservative slice of my portfolio."
Graham G

Verified policyholder
"Their proactive, data-backed service put me in a place of financial comfort and confidence."
Albert R

Verified policyholder
"The strategy they provide is compelling. The team is professional and will help you on your journey."
Peter F

How it works

Take the Yield Quiz

Built for investors 5-15 years from retirement

Instant Hypothetical Result

Ssee how much additional credited interest your hedge might have earned over the last decade.

Verify on a Call

A licensed specialist explains the math, answers questions, and maps next steps.

Retire with confidence

It’s not too late to strengthen your retirement core.

See what a contract-backed hedge could mean for your peace of mind before you change a thing.

We'll find the right fit for you, every time
Best-in-class expertise and support
Receive a bespoke plan

Who we are

Reducing retirement risk
once and for all.

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Resources

Company

Insurance products offered through Revise Insurance Group LLC (domicile IL #3002790618; CA d/b/a Revise Insurance Solutions #6012761).

Revise Insurance Group LLC is NOT a registered investment adviser and does NOT provide advice regarding the purchase, sale, or holding of securities.

Any mention of “portfolio,” “return,” or “performance” refers solely to insurance products—primarily fixed indexed annuities (FIAs)—and is illustrative only. FIAs are insurance contracts, not bank deposits; they are not FDIC- or NCUA-insured, and guarantees rely on the issuing insurer’s claims-paying ability. Contract values may be reduced by surrender charges, market-value adjustments, or other provisions—read the policy and riders carefully.

Hypothetical quiz results illustrate how an FIA could have performed versus selected rate-sensitive benchmarks using back-tested index data from 1 January 2014 – 31 December 2023. They are not a guarantee of future performance and assume no withdrawals or rider costs.

Content is for general educational purposes and should not be construed as personalized investment, legal, or tax advice. Past or hypothetical results do not guarantee future outcomes. Services are offered only where Revise is properly licensed; product availability varies by state.

Logos or trademarks of third-party publications (e.g., Forbes®, Inc.®, MarketWatch®) are the property of their respective owners and do not imply endorsement.