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.