An annuity from Revise is the easiest way to insure your portfolio against loss. Enjoy the upside of the market with none of the downside. We compare hundreds of annuities and find the perfect one for you.
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Our Expertise
Equity indexed annuities, also known as fixed indexed annuities, are a unique type of insurance product that earns interest based on the annual returns of the S&P 500 or another chosen index. Unlike a traditional investment portfolio, these annuities offer 100% principal protection. This means that, while you benefit from growth and inflation protection, you will never lose your initial investment.
This protection is achieved through the construction of complex derivative portfolios that support your annuity. Since this strategy is managed by an insurance company using a pooled capital approach, the associated fees are low and transparent.
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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.
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We research the best fit for your situation, and share it with you.
Once the carrier receives funds, your investment is secure.
Testimonials
At Revise, it all starts with you – because there's no such thing as a "one-size-fits-all" investment. By asking five simple questions designed by our team to capture your investment philosophy, we can assess how the right annuity can provide security.
Starting with your investment profile and combining through our proprietary annuity database, we use machine learning to identify the top policies out of thousands of combinations. We'll call out important strategic fits for each policy, to arm you with knowledge to help you choose the perfect annuity. We handle complexity brokers and agencies can’t.
See something you like? You can review return illustrations and carrier details. Every policy is ready-to-apply. Need more help? Opt to speak with one of our experts for more help.
Apply for your annuity right from our platform with our easy OneApp. We’ve reduced time to apply and approval by 30%. Everything is safe and encrypted. Upon acceptance, your funds flow directly to the carrier, never to us as an intermediary.
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.
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. It's ready when you are.
Apply, make a distribution, and check your funds, all online.
Annuities are written and backed by insurance carriers. At Revise, we only partner with A+ rated carriers (AM Best or Fitch) vetted for the best no- or low-fee product offerings.
Your principal is 100% protected from market loss by your carrier. Further, Revise never handles your funds--your premium payment flows directly from your account to an A+ rated carrier.
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.
