Real annuity expertise. No sales pressure.

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Product	10 Yr Rate*	Fees	Type
Accumulator Plus 10	13.74%	1.25%	Growth
AssetShield 10	11.79%	0.00%	Growth
Performance Elite 7	11.63%	0.00%	Growth
Growth Annuity	11.90%	1.00%	Growth
Enhanced Choice	11.00%	0.00%	Growth

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

Four and a half star rating on Trustpilot

TrustScore 4.5

Revise helped me evaluate a strategy that could strengthen the conservative slice of my portfolio.

Graham G

TrustScore 4.5

Their proactive, data-backed service put me in a place of financial comfort and confidence.

Albert R

TrustScore 4.5

The strategy they provide is compelling. The team is professional and will help you on your journey.

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Expert portfolio advisory

The years when change matters most.

Liquidity events, career transitions, and family milestones are when financial precision matters most. Markets don’t pause for life changes, so our strategies are built to keep portfolios balanced and adaptable, preserving opportunity without sacrificing stability.

Protect decades of savings while pursuing real compounding
Capture market gains with guardrails against sharp losses
Smooth volatility without gambling on excess risk

Our Method

Personalized from start to finish.

Every great plan starts with the portfolio. We begin by cutting hidden costs, improving risk-adjusted returns, and keeping taxes in check. Once your investments are working efficiently, we roll that clean data into a full financial plan, covering retirement, tax strategy, estate design, and more, so every piece of your wealth works together with purpose.

Review your existing “safe” dollars with a data-driven lens
Work one-on-one with a registered advisor who cares
Transparent pricing, no hidden costs or surprises
Portfolios stress-tested across decades of market cycles, aiming to grow without added risk

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

Share your vision.

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

Engineer

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

Implement

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

Support

FAQs

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

Revise is a licensed insurance brokerage based in Chicago, IL. We develop and execute all annuity strategies fully in-house for our clients.

A fixed indexed annuity (FIA) is an investment vehicle provided by an insurance company, that offers the opportunity for growth linked to a stock market index, such as the S&P 500 or Nasdaq. Unlike a direct investment in the stock market, these products do not lose money due to market downturns. Instead, they have a 0% floor, meaning your principal is protected from losses. The insurance company credits your account with interest based on the performance of the index.

There is no cost to buy an annuity through Revise. Unlike other advisors, we don't charge any ongoing fees. Revise receives additional compensation directly from the insurer.

All customers have a no-fee option. Some annuity products offer enhanced participation via a rider fee that may be advantageous to elect. These fees are commonly 1% but can be as high as 1.5%. We only recommend paying fees that may provide higher overall returns. We always fully disclose any contract charges or rider costs before you commit, so there are no surprises.

FIAs are designed as long-term investments and typically have a 10-year surrender period. This is the length of time you should plan on keeping the majority of your capital commitment in the annuity product. Most FIA products include a penalty-free withdrawal provision, typically 10% per year.

In most cases, yes. This is known as a flexible premium.

All FIAs have a free-look period, typically between 10 and 30 days. If you change your mind, you can cancel the contract and receive a full refund of your premium within that free-look period.

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.