Our Process

Revise your retirement.
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.

1. Intro Call

In 15 minutes, we’ll know if we can help. If not, we’ll tell you. Honestly.

2. Precision Fact-Finding

We don’t do generic. Our discovery process maps your income needs, risk profile, and income gaps using both qualitative insight and quantitative depth.

3. Strategy Presentation

We present a custom annuity-backed solution tailored to your unique situation. This includes a detailed breakdown of how we’ll protect your principal and prepare you for retirement.

4. White-Glove Execution

We handle the paperwork, product selection, and transfers. All in-house. You stay in control without lifting a finger.

5. Ongoing Clarity

View your allocations, track performance, and update us on life events. We check in when the market changes, so your plan always makes sense.

Soundly Researched, Fully Customized

Every great retirement plan 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.

Retirement plan comparison & risk audit
Stress testing
Tax-aware positioning and planning

Customized Annuity Strategies

Your strategy is designed to ensure your portfolio is built for resilience, not just returns. Our proprietary approach blends age-weighted risk with optimal FIA allocation, back- and forward-tested for real-world performance. This isn’t just a plan, it’s a blueprint for retirement freedom.

Proper blend of risk and safety
FIA allocation in optimal sizing
Back- and forward-tested resilience
Fully tax-deferred structures

Ongoing Care and Clarity

Your retirement plan isn’t static. We provide ongoing clarity and support, ensuring your plan adapts to life changes and market shifts. With our in-house execution, you can focus on living your best life while we handle the details.

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 retirement risk
once and for all.

5.0

Resources

Company

Insurance products offered through Revise Insurance Group LLC (domicile IL #3002790618; CA d/b/a Revise Insurance Solutions #6012761).

Revise Insurance Group LLC is NOT a registered investment adviser and does NOT provide advice regarding the purchase, sale, or holding of securities.

Any references to “portfolio,” “return,” or “performance” on this site relate solely to the performance of insurance products—primarily fixed indexed annuities (“FIAs”)—and are illustrative only.

FIAs are insurance contracts, not bank deposits; they are not FDIC- or NCUA-insured, and guarantees are subject to the claims-paying ability of the issuing insurer. Product values may be reduced by surrender charges, market-value adjustments, or other contract provisions. Read the policy and all riders carefully.

Content on this site is for general educational purposes and should not be construed as personalized investment, legal, or tax advice. Past or hypothetical performance does not guarantee future results.

Logos or trademarks of third-party publications (e.g., Forbes®, Inc.®, MarketWatch®) are the property of their respective owners and do not imply endorsement. Services are offered only where Revise Insurance Group LLC is properly licensed; not all products are available in every state.

Revise your retirement.Reclaim your future.