Fixed Indexed Annuities hedge market shocks, guard your principal, and keep you on track to retire when you choose.
A Fixed Indexed Annuity (FIA) is a contract between you and an insurance company.
You pay a premium, and in return, the insurer guarantees that your principal is protected from market losses and that you can earn interest linked to the performance of a market index (like the S&P 500).
Your money is not invested directly in the market. Instead, you benefit from the index's growth without risking your principal when the market drops.
Think of it as a powerful blend of growth potential, principal protection, and tax-deferred accumulation—all inside a single vehicle.
When stocks are volatile and bonds are underperforming, FIAs offer something most “safe” investments don’t: upside potential without downside risk.
Never lose your initial investment to market volatility. Fixed Indexed Annuities shield your principal from market downturns, offering peace of mind that your nest egg is safe regardless of economic conditions.
Capture upside potential without downside risk. FIAs credit interest based on a stock market index (like the S&P 500), giving you growth opportunities when the market performs well—but without direct market exposure.
Grow faster by delaying taxes on gains. All interest earned in an FIA grows tax - deferred, allowing your money to compound more efficiently until you begin making withdrawals.
FIAs offer a unique blend of growth potential and principal protection. You participate in market gains while safeguarding your initial investment from market losses. It's a win-win.
FIAs provide a stable growth path to complement your portfolio.
All interest from an FIA grows tax-deferred, so your money compounds more efficiently.
Your initial investment is fully protected from market downturns. This means you can enjoy the benefits of market growth without the fear of losing your principal.
We're backed by top-rated carriers like Allianz, Nationwide, and Midland National to find the best solution for your. Our goals is to make sure you understand the options available: from participation rates to crediting methods, and beyond, we make the complexity of FIAs easy to understand.
An FIA may be a great fit if you’re looking to:
Speak with a licensed strategist to see if an FIA is right for your retirement plan.
Protect today,
secure tomorrow.
Copyright ©2025 Revise. All rights reserved.
Copyright © 2025 Revise. All rights reserved.
Investment advisory services are offered through Revise Wealth LLC, a Registered Investment Adviser (CRD 335629, State of Illinois). Advisory services are available only where Revise Wealth is properly registered or exempt from registration.
Insurance products are offered through Revise Insurance Group LLC (domicile IL #3002790618; CA d/b/a Revise Insurance Solutions #6012761). Fixed indexed annuities (FIAs) are insurance contracts, not bank deposits or securities. 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—review the policy and riders carefully.
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