Compare to top carriers, skip the sales pitch, and make a decision you won't regret.
Carrier | Product | 10 Yr Rate* | Fees |
---|---|---|---|
![]() | Accumulator Plus 10 | 13.74% | 1.25% |
AssetShield 10 | 11.79% | 0.00% | |
Performance Elite 7 | 11.63% | 0.00% | |
![]() | Growth Annuity | 11.90% | 1.00% |
Enhanced Choice | 11.00% | 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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We benchmark leading solutions across the market to fit your goals, not a product shelf.
We expose every layer of cost: fund ERs, wrap/platform, and trading. Fee drag can total 1-3%+ annually.
Structures aimed at growth with muted drawdowns, so durability (not headlines) drives results.
Smart account placement to defer/reduce taxes, plus a streamlined digital process and white-glove execution.
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.
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.
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.
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.
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
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
Our Method
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
Total financial security
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
You’ll share your goals by discussing your needs, preferences, and past struggles and learn how Revise can help.
Replace unnecessary cost, improve tax placement, add hedges as needed—no extra risk.
White-glove paperwork and coordination with your CPA/attorney.
Support
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.