Terms of Use
Terms of Use of Revise Insurance Group LLC
Effective Date: Jul 1 2025
1. Acceptance of Terms
By accessing or using the Revise Insurance Group, LLC ("Revise") tools, calculators, website, or related services (collectively, the "Tools"), you agree to be bound by these Terms of Use and our Privacy Policy. If you do not agree, do not use the Tools.
2. Insurance-Only Capacity
Revise and its representatives act solely as licensed insurance producers. We are not broker-dealers, investment advisers, or representatives thereof. No content provided constitutes a recommendation or offer to buy, sell, or hold any security.
3. Product Disclosures
Fixed Indexed Annuities (FIAs) are insurance products. They are not investments in market indices or securities. All guarantees are backed solely by the issuing insurer's claims-paying ability. They are not insured by the FDIC, SIPC, or any governmental agency.
4. Hypothetical Illustrations & Modeling
Projections, simulations, or scenario analyses shown are hypothetical. Results are not guaranteed and may differ from actual outcomes. Modeling includes thousands of scenarios via Monte Carlo or similar simulations.
5. No Legal, Tax, or Investment Advice
Content is general and educational. Revise does not offer legal, tax, or accounting advice. Please consult your own professional advisor for your specific situation.
6. Suitability & State Variations
Product availability, features, and suitability may vary by state and insurer. Any summaries on this site should be confirmed with the official policy documents prior to purchase.
7. Data and Privacy
We collect limited personal and financial data solely to generate insurance illustrations and provide quotes. For full details on data collection, security, and communication practices, please review our Privacy Policy.
8. Intellectual Property
All content, designs, trademarks, and underlying code of the Tools are the property of Revise or its licensors. You may not copy, reverse-engineer, or distribute any portion of the Tools without explicit permission.
9. User Conduct
You agree not to misuse the Tools, including but not limited to attempting to gain unauthorized access, uploading malicious code, or using the Tools for illegal or unethical purposes.
10. Disclaimer of Warranties
The Tools are provided "as is" without warranties of any kind. We make no guarantees as to accuracy, completeness, or suitability for your specific needs.
11. Limitation of Liability
To the maximum extent permitted by law, Revise shall not be liable for any damages arising out of your use or inability to use the Tools.
12. Modifications
Revise reserves the right to update these Terms at any time. Continued use of the Tools after changes constitutes acceptance.
13. Governing Law
These Terms are governed by the laws of the State of Illinois, without regard to conflict of laws principles.
14. Contact
Questions about these Terms may be directed to support@getrevise.com.
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Copyright ©2025 Revise. All rights reserved.
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 mention of “portfolio,” “return,” or “performance” refers solely to insurance products—primarily fixed indexed annuities (FIAs)—and is illustrative only. FIAs are insurance contracts, not bank deposits; 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—read the policy and riders carefully.
Hypothetical quiz results illustrate how an FIA could have performed versus selected rate-sensitive benchmarks using back-tested index data from 1 January 2014 – 31 December 2023. They are not a guarantee of future performance and assume no withdrawals or rider costs.
Content is for general educational purposes and should not be construed as personalized investment, legal, or tax advice. Past or hypothetical results do not guarantee future outcomes. Services are offered only where Revise is properly licensed; product availability varies by state.
Logos or trademarks of third-party publications (e.g., Forbes®, Inc.®, MarketWatch®) are the property of their respective owners and do not imply endorsement.