Our Process
Revise Your Portfolio.
Reclaim Your Future.
Revise's process was designed from the ground up to make sure every customer, at every asset mix, receives the best possible plan to make their retirement dreams a reality.
Fit Check
In 15 minutes, we’ll know if we can help. If not, we’ll tell you. Honestly.
Precision Fact-Finding
We don’t do generic. Our discovery process maps your income needs, risk profile, and asset gaps using both qualitative insight and quantitative depth.
PRSM™ Portfolio Construction
We run your numbers through our proprietary PRSM™ engine, replacing inefficient risk with high-performing, protected allocation. The result? Lower volatility. Higher quality compounding.
White-Glove Execution
We handle the paperwork, product selection, and transfers. All in-house. You stay in control without lifting a finger.
Ongoing Clarity
View your allocations, track performance, and update life events with dashboard. We check in when the market changes, so your plan always makes sense.
Deep Discovery, Built for Precision
Every great portfolio starts with clarity. We combine qualitative insight and quantitative rigor to build a high-definition picture of your financial landscape. This includes full scenario modeling, tax overlays, Monte Carlo simulations, and fiduciary-level planning—so nothing gets left to chance.
Portfolio comparison & risk audit
Retirement stress testing
Tax-aware positioning and planning
Portfolio Protection with PRSM™
Our proprietary Protected Return Substitution Method (PRSM™) replaces underperforming, risk-heavy assets—especially bond funds—with high-yielding, principal-protected annuities. The result? A smarter, age-weighted core that defends against downside while capturing upside in today’s regime.
Age-weighted risk blend
FIA allocation in optimal sizing
Back- and forward-tested resilience
Fully tax-deferred structures
The Revise Retirement Blueprint™
Once your PRSM™ portfolio is constructed, we deliver a fully executable blueprint to help you optimize every decision leading up to and through retirement. This includes Roth conversion strategies, Social Security optimization, asset liquidation planning, and more—all in one cohesive roadmap, built and maintained by us.
Real retirement probability tracking
Roth and withdrawal sequencing
In-house execution—no loose ends
Testimonials
Don't take it from us.
Who we are
Reducing portfolio risk
once and for all.
5.0
Copyright ©2025 Revise. All rights reserved.
Revise Insurance Group LLC, doing business as Revise Annuity, 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.