We provide the easiest way to safely grow your portfolio. Enjoy the upside of the market with none of the downside.
Our strategies leverage the power of annuities - insurance products that resemble investments, but never lose money. They're a long-term product that earn interest based on popular market indices.
We partner with only the highest-rated carriers who will issue your annuity. These annuities are preselected for both low fees and competitive interest rates.
Revise is a online marketplace of expertly designed retirement strategies. We take out all the guesswork and confusion associated with investing and deliver purpose-built annuity strategies from top carriers. Learn, apply, and grow 100% online.
Explore our Marketplace to find the annuity strategy that's right for you. Feel comfortable knowing every strategy is backed by top-rated carriers. We've maximized the potential returns and minimized the fees to optimize each strategy for the best results.
Make the most informed decision about your new annuity. Explore product features, historical returns, and insights into how each strategy can help you achieve your financial goals.
Found the perfect fit? Apply and get approved 100% online. If you need any help, our AI chat is available around the clock to answer all your questions.
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When you decide to retire is more important than ever. After the severe market downturn of 2008, traditional portfolios took a full 10 years to recover. Owners of annuities were protected.
GET STARTEDTestimonials
Peter is an enterprise sales executive who was tired of seeing losses in his portfolio. He took his recent bonus to Revise instead of his advisor.
Sheila dedicated over 25 years of her life to teaching. As she began approaching retirement, Sheila started feeling the pressure of keeping her nest egg secure. Watching her 403(b) fluctuate and uncertain about future market volatility, she decided to take action.
Joe saw his portfolio decline over 20% early in 2020, and watched it only break even recently. Tired of volatility, he purchased an annuity to complement his real estate portfolio where he’s happy taking more risk than the stock market.
After a successful career in healthcare, David amassed a substantial savings portfolio. However, the volatility in the market severely impacted his investment returns. Witnessing a dip in his portfolio just when he was preparing for retirement made David anxious about his financial future.
Robert wanted reliable growth with option for lifetime income. Comparable returns to his real estate portfolio without management. Hybrid product provided optionality. Liquidity provisions made it even more flexible.
Retired 2 years ago and has large nest egg. Took a portion that would ensure he would not outlive his money. Replicated a traditional pension his company didn’t provide.
With an annuity your principle is always protected 100%, and your portfolio stays balanced automatically.
Eliminate fear of timing risk – that's needing capital in a down market. Here, your funds are ready when you are.
Apply, make a distribution, and check your funds, all online.
re·vise ri-ˈvīz. (verb)
to look over again in order to correct or improve.
Over half of Americans will retire without sufficient income to support their lifestyle. Mismanaged 401(k)s, brokerage losses, erosion by inflation, and lack of early planning are the culprits. You're more likely to outlive your savings today than ever before in history. Annuities can help.
An annuity is a principal-protected insurance product that accumulates tax-deferred and pays an optional income upon retirement. It's returns are tied to your favorite index, like the S&P500, but with zero risk.
An annuity is purchased with an initial premium alongside optional contributions during your working years (pay-in period), then pays an optional income for the rest of your life (pay-out period) with zero risk and market-tied returns.
The earlier you start paying into an annuity - the more interest compounds and accumulates inside your policy - more cash means a higher quality of life when you decide to retire.
A direct investment in the stock market, or even an index like the S&P500 can lose money and leave you struggling later in life. Annuities are 100% principal protected but still participate in stock market returns.
Managing your own portfolio is time-consuming, error-prone, and even fancy money managers (who rarely outperform the market) eat away at your nest egg. Fixed annuities are low-fee product.
The average investor misses out on compounding by incorrectly rebalancing and reinvesting in their own portfolios - so you have far less during retirement. Annuities put this on autopilot.
Annuities never lose money but track your favorite index, like the S&P500 or Nasdaq-100, so investing in your retirement isn't a headache. Set it up once, and get back to living.
Meet Our Founder
After experiencing financial turmoil in his family during the dot-com bubble, Nicholas Crown dedicated his career to managing risk as an institutional fixed income trader. He established the first Fixed Income Arbitrage desk at UBS in New York and became the youngest Director at the bank by 2014.
Through his experience, Nicholas realized that brokerage products failed to adequately address the risks many investors face. With a belief that annuities are the most powerful yet underutilized retirement solution, he founded Revise in 2023.
As an active Managing Strategist, Nicholas frequently engages directly with clients. He holds a degree in Applied Economics from Cornell University and resides in Chicago.
At Revise, we pre-select only the top, A+ rated carriers (AM Best & Fitch) vetted for the most competitive product offerings. With all of our carriers, your principal is 100% protected from market loss. Further, Revise never acts as a financial intermediary; your funds flow directly to your annuity carrier.
Absolutely! We perform all rollovers as trustee-to-trustee, direct transfers so it's entirely tax and penalty-free. We'll handle all the details for you to ensure that it's fast and easy.
Revise is a tech-enabled insurance brokerage dedicated to annuities. We are non-captive and show a variety of carriers with an emphasis on finding the best fit and returns. We provide expert guidance and make the process simple and convenient. We're proudly based in Chicago, IL.
It's free to work with Revise. Depending on the annuity you choose, the carrier may assess no- or a low-fee to manage your annuity strategy. We are compensated via a brokerage fee paid by insurance carriers. Our compensation never comes out of your returns.
