Skip to main content

Resources

This digital-first hub is built exclusively for Financial Professionals, giving you fast, intuitive access to the tools and educational materials you need—whether you’re deepening your product knowledge or equipping clients with resources that help them understand our offerings, service standards, and the broader annuity landscape.

Built for Speed, Designed for You

MYGA
MYGIA®
FIA
General
Helpful Guides

Click on the buttons above to navigate to different product sections then use the filter dropdown to narrow down the products displayed.

Resources are organized into easy-to-navigate categories: Product-specific resources, General Materials and Helpful Guides.

  • The MYGA, MYGIA®, and FIA categories include materials specific to each product type—client-facing brochures, tools for financial professionals only, and focused product education.
  • The General category offers brand education and general content about our products and the annuity industry to help support deeper conversations and understanding.
  • Helpful Guides help you understand how to work efficiently with Revol One Financial, including how to access the agent portal, key contact information, service standards, and step-by-step process guidance.

Excelera MYGA®

Product Brochure

High level overview to help clients understand product features and benefits.

Product Highlights flyer

High level overview to help finanical professionals understand the key features and benefits.

Excelera State Availability

Identifies the states where the product is approved.

5 Yr. Rate flyer template

5 Year rate flyer with customizable contact information for client use.

Annuity Portfolio Overview

Overview of Revol One Financial product offerings.

Multiple Rates flyer template

Multi-year rate flyer with customizable contact information for client use.

DirectGrowth MYGA™

Product Brochure

High level overview to help clients understand product features and benefits.

DirectGrowth State Availability

Identifies the states where the product is approved.

Annuity Portfolio Overview

Overview of Revol One Financial product offerings.

Rate flyer

A useful tool for communicating current rates to clients.

Rate flyer template

Includes customizable contact information for client use.

Excelera Plus MYGIA®

Product Brochure

High level overview to help clients understand product features and benefits.

Excelera Plus State Availability

Identifies the states where the product is approved.

5 Yr. Tale of Two Values case study

Designed to help clients understand Best Interest Crediting and how it works.

7 Yr. Tale of Two Values case study

Designed to help clients understand Best Interest Crediting Rider.

Annuity Portfolio Overview

Overview of Revol One Financial product offerings.

How the MYGIA® Works brochure

High level overview to help clients understand Best Interest Crediting Rider.

How the MYGIA® Works video

Video designed to help clients understand Best Interest Crediting Rider.

Product Introduction flyer

A useful tool for communicating MYGIA® features and benefits.

Product Introduction flyer template

Product introduction flyer with customizable contact information for client use.

S&P 500® & MYGIA® case study

Illustrates how the S&P 500® Index’s historical performance would have impacted the MYGIA if it had existed then.

Enduris 6 FIA™

Product Brochure

High level overview to help clients understand product features and benefits.

Product Highlights flyer

High level overview to help finanical professionals understand key features and benefits.

Enduris State Availability

Identifies the states where the product is approved.

1 YR PTP, 6 Year Guaranteed CAP case study

Designed to help clients understand how the 6 Year Guar. CAP Rate works.

6 Year Guaranteed CAP Rate flyer

A useful tool for communicating current rates for the 1 Year PTP with 6 Year Guar. CAP.

6 Year Guaranteed CAP Rate flyer template

Product introduction flyer with customizable contact information for client use.

Annuity Portfolio Overview

Overview of Revol One Financial product offerings.

Enduris Product Suite Overview flyer

Quick snapshot of the features and benefits of each Enduris FIA

Enduris 10 FIA™

Product Brochure

High level overview to help clients understand product features and benefits.

Product Highlights flyer

High level overview to help finanical professionals understand key features and benefits.

Enduris State Availability

Identifies the states where the product is approved.

Annuity Portfolio Overview

Overview of Revol One Financial product offerings.

Enduris 10/Bonus FIA flyer

Designed to identify the key features, benefits, and how product options differ.

Enduris 10/Bonus FIA flyer template

High level overview to help clients identify the key features, benefits, and how product options differ.

Enduris Product Suite Overview flyer

Quick snapshot of the features and benefits of each Enduris FIA

Enduris 10 Bonus FIA™

Product Brochure

High level overview to help clients understand product features and benefits.

Product Highlights flyer

High level overview to help finanical professionals understand key features and benefits.

Enduris State Availability

Identifies the states where the product is approved.

Annuity Portfolio Overview

Overview of Revol One Financial product offerings.

Enduris 10/Bonus FIA flyer

Designed to identify the key features, benefits, and how product options differ.

Enduris 10/Bonus FIA flyer template

High level overview to help clients identify the key features, benefits, and how product options differ.

Enduris Product Suite Overview flyer

Quick snapshot of the features and benefits of each Enduris FIA

Enduris – 10 Income

Product Brochure

Product Highlights

Enduris State Availability

Identifies the states where the product is approved.

Annuity Portfolio Overview

Overview of Revol One Financial product offerings.

Enduris Product Suite Overview flyer

Quick snapshot of the features and benefits of each Enduris FIA

Understanding the GLWB case study template

General

About Revol One Financial brochure

Company overview highlighting our history, financial highlights, mission and core values.

Annuities 101 flyer

A guide to understanding fixed index annuities.

Annuity Portfolio Overview

Overview of Revol One Financial product offerings.

Distribution Relationships video

Hear how our distribution relationships help drive our success.

Financial Snapshot flyer

A 1-page overview of Revol One Financial.

Meet Revol One Financial video

Hear Chairman & CEO, Mark Zesbaugh, share Revol One Finanical’s purpose, what sets us apart, and how we stay agile.

Our Product Engine video

See how our product engine builds solutions you want and your clients need.

Our Service Standards flyer

Learn how our unmatched service level standards make all the difference.

Our Service Standards video

Hear how our unmatched service level standards make all the difference.

The Power of Tax Deferral flyer

A guide to understandiing tax deferral.

Helpful Guides

Advertising Guidelines

This guide outlines the steps that must be taken to promote Revol One Financial products.

Compliance Guide

This guide outlines key compliance guidelines.

Navigating the Agent Portal flyer

This tool offers guidance on locating key information within the agent portal.

Suitability Guide

This guide outlines key suitability guidelines.

Revol One Financial
Revol One Financial
  • 11259 Aurora Avenue
    Urbandale, IA 50322
Contact Us
  • 800-579-9875
  • RevolOneFinancial.com

© 2025 All rights reserved. Privacy Policy | Terms of Use

Revol One Financial® is the marketing name for Revol One Insurance Company.  Revol One Insurance Company is responsible for its own financial and contractual obligations. Revol One Insurance Company is not authorized to conduct business in the state of New York.

The term “financial professional” is not intended to imply engagement in an advisory business with compensation unrelated to sales. Financial professionals will be paid a commission on the sale of an annuity.

This material is intended to provide educational information, and should not be considered financial advice or recommendations. Revol One Insurance Company is not acting in a fiduciary capacity with respect to any annuity contract.

Guarantees are subject to the financial strength and claims-paying ability of Revol One Insurance Company and subject to the terms and conditions of the product. Surrender and withdrawal charges may apply.

The S&P 500® is a product of S&P Dow Jones Indices LLC or its affiliates (“SPDJI”) and has been licensed for use by Revol One Insurance Company S&P®, S&P 500®, US 500, The 500, iBoxx®, iTraxx® and CDX® are trademarks of S&P Global, Inc. or its affiliates (“S&P”); Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”); Revol One Insurance Company’s products are not sponsored, endorsed, sold or promoted by SPDJI, Dow Jones, S&P, their respective affiliates, and none of such parties make any representation regarding the advisability of investing in such product(s) nor do they have any liability for any errors, omissions, or interruptions of the S&P 500®.

Indices are not available for direct investment.

As Chief Distribution Officer at Revol One Financial®, Patrick Cahill leads the company’s sales strategy and distribution initiatives. He collaborates cross functionally to ensure Revol One Financial brings to market innovative annuity solutions that financial professionals are excited to offer, and their clients truly want.

With over 25 years of experience in the financial services industry, Patrick has held senior leadership roles across sales, business development, and strategic partnerships. His deep background in the annuity space spans wholesale distribution, institutional relationship management, and sales leadership. Prior to joining Revol One, he served as Head of Strategic Accounts at Coventry, overseeing institutional relationships and business development in the life settlements sector. He also previously led sales, marketing, and business development for a leading institutional turnkey asset management platform.

Patrick is committed to advancing the fixed index annuity market by aligning distribution strategies with a modern, technology-enabled experience that enhances client outcomes. He joined Revol One Financial to help build a differentiated, national platform focused on speed, simplicity, and innovation.

Outside of work, Patrick is a proud husband of over 17 years and devoted father who enjoys time with his wife and daughter. A former live-in nanny, his early travels abroad sparked a lifelong appreciation for family and adventure. He’s also a Philadelphia Tough Man Champion, Swifty-dad, and dog-dad to Roxy the cockapoo. Patrick proudly embodies the “Can and Will” spirit that powers the Revol One Financial Pack.

As Vice President of Marketing at Revol One Financial®, Cynthia Pearce-Karrick leads brand strategy, product education, and lead-generating sales support. With more than 30 years of experience in financial services and insurance marketing, she brings a deep understanding of how to create compelling narratives that connect with audiences, drive engagement and inspire action. Her focus: making it easier—and more engaging—for financial professionals to talk about annuities and their role in modern retirement planning.

Prior to joining Revol One Financial, Cynthia held senior marketing roles at National Western Life Insurance Company, NCMIC Group, and Wells Fargo, Inc., where she built and transformed brand identities, led customer experience initiatives, and implemented marketing strategies across complex product portfolios. Known for combining data, creativity and strategic insight, she has played a key role in multiple rebrands and consistently drives measurable impact.

Cynthia joined Revol One Financial to help make retirement planning feel more approachable — for financial professionals and their clients. With a passion for storytelling and a fast-paced, purpose-driven mindset, she simplifies the complex and crafts narratives that spark curiosity, build connections, and brings the Revol One Financial brand to life in bold, meaningful ways.

Outside of work, Cynthia loves beach time, cheering on her kids, and staying active with a good run. You’ll usually find her with an iced tea in hand—and always ready for what’s next.

Susy Gooding serves as a Strategic Advisor to Revol One Financial®, offering third-party insight and guidance to help the company compete boldly and effectively with legacy players. With a career rooted in high-growth environments and complex transformations, Susy brings sharp strategic thinking, deep financial acumen, and a forward-focused perspective to support Revol One Financial’s fast, nimble approach to revolutionizing retirement solutions.

Susy has more than a decade of board-level experience and an extensive leadership background across finance, capital markets, and corporate strategy. She was a key executive at Athene, where she helped lead the company through its IPO and later established its Treasury function. Following the merger of Athene and Apollo, she became Group Treasurer of Apollo, responsible for building an integrated strategic capital platform across a $60B financial services enterprise. Her career highlights include managing rating agency strategies, financial projections & analytics, capital markets, capital management, liquidity management, , and delivering technology-driven operational improvements.

At Revol One Financial, Susy brings not just experience, but energy—helping shape a smarter, faster, and more thoughtful path forward. Her ability to connect strategy, culture, and execution makes her a valuable ally in challenging the industry status quo.

When she’s not advising on growth and strategy, Susy enjoys spending time with family and friends and is recharged by being outdoors in nature.

As Chief Product Strategist at Revol One Financial®, Nate Wilbanks leads the design, development, and delivery of innovative retirement products—building a future-ready portfolio that reflects real customer insights and real market opportunity. With over 20 years of experience in annuity product strategy, Nate brings a sharp eye for trends, deep financial discipline, and a bold approach to creating solutions that drive value for customers, advisors, and stakeholders alike.

Nate played a pivotal role in launching Nationwide into the fixed index annuity space, helping the company grow to 3 in FIA sales by 2017. He’s also held product roles at Aviva, Sammons, and Allianz, and most recently advised insurers as a consultant at Milliman—applying predictive analytics to shape smarter product, marketing, and customer experience strategies.

A Fellow of the Society of Actuaries and a veteran of the Wisconsin Army National Guard, Nate blends strategic thinking with disciplined execution and a commitment to doing things better and faster. He joined Revol One Financial to help build something agile, relevant, and responsive to today’s evolving retirement landscape.

Nate lives in Columbus, Ohio with his wife and two sons. When he’s not developing new products, you’ll find him on the sidelines of a soccer or football field, cheering his kids on with the same passion he brings to the office.

Mark Zesbaugh serves as Chairman and CEO of Revol One Financial®. A visionary leader with decades of experience in insurance, finance, and entrepreneurial growth, Mark leads with an entrepreneurial mindset and a drive to challenge the status quo. Under his leadership, the company is building a modern, agile platform designed to revolutionize how people feel, think, and experience retirement solutions—backed by a commitment to innovation, exceptional service, and speed to market.

Beyond his role at Revol One Financial, Mark is President of Entrepreneurial 180, LLC, where he provides strategic advisory services and growth capital to emerging companies across diverse industries. He maintains ownership stakes in a dynamic portfolio of businesses and plays an active role in helping them scale efficiently and profitably.

Mark’s career includes serving as President and CEO of Security Life Insurance Company, a national provider of ancillary life and health products. Earlier, he spent 17 years at Allianz Life Insurance Company, where he held multiple senior leadership roles—including CEO for five years. His experience also includes launching a Bermuda-based reinsurance operation and advising private equity firms on insurance M&A opportunities.

Mark holds a B.A. in Business Administration and Accounting from the University of St. Thomas. He became a Certified Public Accountant (CPA) in 1987 and earned the Chartered Financial Analyst (CFA) designation in 1995. He is an active member of YPO Gold, the CFA Institute, and the Twin Cities Society of Security Analysts, and he serves on multiple for-profit and nonprofit boards.

Outside of work, Mark enjoys exploring new places, golfing and spending time with his family—but his mind rarely rests. Whether he's on the move or off the grid, Mark is always thinking ahead, scanning the horizon for what's next and how to stay one step ahead in a rapidly evolving industry.

As Chief Financial Officer at Revol One Financial®, Brent Hipsher leads financial strategy to support profitable growth while balancing the needs of stakeholders. With over 20 years of experience in insurance finance, he’s committed to delivering transparent, high-quality results and building efficient, scalable processes that meet regulatory standards and drive long-term success.

Prior to joining Revol One Financial, Brent held senior finance roles at Allianz Life Insurance Company and Transamerica. His responsibilities spanned IFRS and U.S. statutory reporting, internal controls, risk-based capital, and financial planning and analysis. He led major initiatives like the IFRS 17 implementation and has a track record of developing future leaders in the industry.

Brent joined Revol One Financial to be part of a company that embraces innovation, moves with agility, and brings fresh thinking to the insurance industry. He’s energized by the opportunity to simplify how financial solutions are delivered and create lasting value for policyholders, partners, investors, and employees.

Known for his collaborative, solutions-focused approach, Brent brings a practical mindset and positive energy to every challenge. His leadership style is shaped by his personal mantra: “be smart, stay curious, have fun.” Outside of work, he enjoys traveling, running, golfing, and cheering on the University of Minnesota Gophers with his wife and two boys.

As Chief Information Officer at Revol One Financial®, Bob Guilmette leads all aspects of the company’s technology vision, strategy, and execution. With more than 30 years of experience in life and P&C insurance, consulting, and technology leadership, Bob is focused on building a fully modern, cloud-based platform that delivers best-in-class service to agents and customers—without the burden of legacy systems.

Before Revol One Financial, Bob helped architect and scale annuity platforms at The Hartford, supporting growth from $600 million to $10 billion in Variable Annuity sales. He brings that same innovative spirit to Revol One Financial, where he’s helping to redefine what’s possible in the insurance industry.

Bob joined Revol One Financial to break from the outdated, slow-moving tech of traditional carriers. He’s passionate about using today’s tools to bring products and experiences to market at cheetah speed—enabling faster, smarter service for financial professionals and their clients. His approach is guided by a deep belief that technology, when aligned with business goals, creates measurable value across the board.

Known for his hands-on leadership and “builder” mindset, Bob doesn’t just innovate at work—he’s also renovated seven homes himself, from plumbing to tile. Like the Revol One Financial cheetah, he’s fast, agile, and focused on the finish line.

Bill Crane leads Legal and Compliance at Revol One Financial, providing strategic counsel, managing legal risk, and ensuring regulatory compliance across the organization. With nearly 20 years of experience spanning legal and sales roles in the annuity and life insurance industry, Bill brings a rare blend of technical insight and business perspective to a fast-moving environment.

Before joining Revol One Financial, Bill served as Assistant General Counsel and later as Head of Advanced Markets at Global Atlantic Financial Group—where he transitioned from legal into sales leadership, a shift that continues to shape his agile approach today.

Joining Revol One Financial was a chance to help launch something bold and fresh—an annuity and life insurance company built to move fast with a focus on technology and service. Bill’s ability to bridge compliance and commerce makes him a key force in our effort to Revolutionize the norm.

When he’s not navigating complex legal landscapes, Bill enjoys time with his family, reading a good book, and sipping strong coffee—fueling his next sprint forward.

As Chief Actuary and Chief Risk Officer at Revol One Financial®, Adam Lei leads all actuarial and risk management functions. He serves as a trusted advisor on capital management and enterprise risk management, supporting financial planning and analysis, and helping to align and support Revol One Financial’s broader strategic objectives.

With over 20 years of senior leadership experience in banking and insurance Adam brings deep technical expertise and a collaborative mindset to his roles. He has held corporate leadership positions and contributed to industry standards—most notably as part of the team that developed the Actuarial Standard of Practice for Enterprise Risk Management, a milestone in shaping professional guidance for the insurance industry.

Before joining Revol One Financial, Adam was Vice President of Enterprise Risk Management (ERM), Asset and Liability Management (ALM), and Inforce Management at National Western Life Insurance Company, where he oversaw enterprise risk, asset-liability coordination, and inforce profitability. Before National Western, Adam led Aflac’s global risk and capital analytics function.

Adam was drawn to Revol One Financial by the opportunity to make a meaningful impact alongside a leadership team that shares his values. He thrives in the company’s collaborative culture, where cross-functional teamwork drives innovation, exceptional service, and the development of a strong, capable team.

Outside of work, Adam keeps his mind sharp with a quirky habit: doing three-digit multiplication in his head for fun. It’s just one example of the analytical focus he brings to everything he does.

This website is intended exclusively for financial professionals.
Welcome to the Revol One Financial website for financial professionals.
YES, I AM A FINANCIAL PROFESSIONAL
If you are a customer, please click here to learn more about Revol One Financial or to log into your account.