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Real annuity expertise. No sales pressure.

Compare to top carriers, skip the sales pitch, and make a decision you won't regret.

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Nationwide LogoAllianz LogoMidland National LogoAthene LogoNassau Logo
Carrier Product 10 Yr Rate* Fees
F&GAccumulator Plus 1013.74% 1.25%
American EquityAssetShield 1011.79% 0.00%
AthenePerformance Elite 711.63% 0.00%
NassauGrowth Annuity11.90% 1.00%
The StandardEnhanced Choice11.00% 0.00%

For educational purposes only. This is an estimate of the ten-year net effective rate of return using historical data. This is not a guarantee or indicative of future performance.

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When it comes to buying an annuity, finding the right partner is critical.

At Revise, we cut through the noise to provide clear, unbiased information about annuities.
Our team of experts is here to guide you through the process, ensuring you understand your options and can make informed decisions that align with your financial goals.
We get it right the first time.

How can Revise help me?

  • Protect more of your savings
  • Maximize your retirement income
  • Get a personalized annuity strategy
  • Access top-rated insurance carriers
  • Get unbiased advice from retirement experts
  • Build a safety net for your family
  • Hedge against market volatility
  • High net worth individuals
  • Pre-retirement planning
  • Diversify your portfolio
  • Defer taxes by still grow
  • Bypass probate for legacy planning
  • Replace your underperforming bonds
  • Create a strong financial foundation for your children
  • Get a guaranteed income for life
  • Never lose money in a down market
  • Never outlive your savings
  • Save for your dream vacation
  • Protect your retirement from inflation
  • Get peace of mind knowing your money is safe

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Why choose Revise?

Independent and institutional-grade

We benchmark leading solutions across the market to fit your goals, not a product shelf.

Transparent fee audit

We expose every layer of cost: fund ERs, wrap/platform, and trading. Fee drag can total 1-3%+ annually.

Downside-first design

Structures aimed at growth with muted drawdowns, so durability (not headlines) drives results.

Tax-aware & simple

Smart account placement to defer/reduce taxes, plus a streamlined digital process and white-glove execution.

No fee to work with us
No sales pressure, just the best fit
Certified Financial Fiduciaries
Work with all insurance companies to find the best product for you
Data-driven financial modeling
The Other Guys
1%+ per year in fees
One-size-fits-all approach
May not use a fiduciary standard
May work with a single carrier, limiting your options
Hunches and guesswork
Trustpilot logoFour and a half star rating on Trustpilot

TrustScore 4.5

Thanks to Revise, I'm not just planing for the future; I'm excited about it! Their team took the fear out of financial planning with their upbeat approach and clear explanations. A solid gold experience from start to finish.

Shawn W.

Trustpilot logoFour and a half star rating on Trustpilot

TrustScore 4.5

Revise didn't just meet my expectations-they soared right past them. Their proactive and personalized service put me in a place of financial comfort and confidence.

Albert R.

Trustpilot logoFour and a half star rating on Trustpilot

TrustScore 4.5

Transferring my retirement planning to Revise was the smartest choice I could've made. Their affordable fee choices not only helped me save money but also performed better than my previous investments. The team's knowledge, integrity, and tailored assistance reassured me about my financial future. I strongly suggest Revise to anyone looking for dependable and honest annuity brokerage services.

Mark S.

Trustpilot logoFour and a half star rating on Trustpilot

TrustScore 4.5

Revise has truly surpassed my expectations with their annuity expertise. Their knowledgeable team helped me understand the benefits of annuities, including the trade- offs on fees and potential for higher returns compared to my existing investments. Since making the switch, I've been relieved of financial worries and feel confident in my retirement plan. Thank you, Revise!

Peter L.

Trustpilot logoFour and a half star rating on Trustpilot

TrustScore 4.5

I've been searching for an annuity brokerage that offers no fee options, and Revise delivered. They provided me with transparent and straightforward information, making the decision-making process incredibly easy. Plus, their returns have exceeded my expectations, proving that a no-fee approach doesn't compromise performance. Thank you, Revise, for your outstanding service!

Johnathan R.

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Expert portfolio protection

The years when change matters most.

Career transitions, relocations, family milestones—these are the times when financial decisions matter most. If markets stumble at the same moment, it can throw everything off course. Our strategies are designed to reduce that timing risk, keeping your portfolio resilient while leaving room for growth.

  • Protect decades of savings while pursuing real compounding

  • Capture market gains with guardrails against sharp losses

  • Smooth volatility without gambling on excess risk

The years when change matters most.

Our Method

Personalized from start to finish.

Your financial life isn’t static, and your strategy shouldn’t be either. We combine deep analytics with proven, contract-backed structures to strengthen the safe side of your portfolio, designed to adapt when life changes, without forcing you into more risk.

  • Review your existing “safe” dollars with a data-driven lens

  • Work one-on-one with a registered advisor who speaks plain English

  • Transparent pricing, no hidden costs or surprises

  • Portfolios stress-tested across decades of market cycles, aiming to grow without added risk

Personalized from start to finish.

Total financial security

Your future, protected from every angle.

Our role is to engineer clarity and resilience, not sell products. That means every recommendation is conflict-free, fiduciary-driven, and structured to protect your wealth while unlocking future opportunities.

  • Holistic financial planning focused solely on your best interests

  • Access to broad strategies: traditional markets, alternatives, and insurance

  • Each plan stress-tested for both growth and protection under real-world conditions

  • White-glove support that adapts as your life and goals shift

Your future, protected from every angle.

How it works

1

Share your vision.

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

2

Engineer

Replace unnecessary cost, improve tax placement, add hedges as needed—no extra risk.

3

Implement

White-glove paperwork and coordination with your CPA/attorney.

Couple

Support

FAQs

We know you have questions. Here are some of the most common ones we hear from clients.

Revise Insurance Group LLC, doing business as Revise or Revise Financial 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.

You should always consult a financial, tax, or legal professional familiar about your unique circumstances before making any financial decisions. This material is intended for educational purposes only. Nothing in this material constitutes a solicitation for the sale or purchase of any securities. Any mentioned rates of return are historical or hypothetical in nature and are not a guarantee of future returns.

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