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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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Powered by the world's highest-rated insurers

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 annuity experts

We benchmark every major contract so you get the best-fit solution, not a sales pitch.

100% Market Protection

Our annuity strategies grow with the market but are totally loss protected.

Top-rated Carriers

We only partner with highly-rated carriers so you can rest easy knowing your funds are safe.

Easy, Online Experience

Revise is a highly-rated insurance brokerage founded on transparency and simplicity.

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 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

The 10 years that matter most.

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

Personalized <br/>end-to-end.

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

Here, your <br/>future is safe.

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

Expert Annuity Match

Sit back while we compare A-rated carriers. We’ll present the top contracts side-by-side, showing rates, ratings, and fees.

3

White-glove Delivery

We’ll handle every form, confirm funding, and give you a live dashboard to track growth or income payments.

Couple

Support

FAQs

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

Talk to the team more retirees trust.

One 15-minute call can replace months of worry with a clear, customized plan for financial security.

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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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