Streamline Your Annuity Sales Process with Our Team Of Experts

Discover Retirement OS, led by Jamie Eisenman, offering top-tier IMO and marketing services to help insurance agents grow. Learn more and join us!

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Our Carriers

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Targeted Prospecting

Digital Products Store

Explore over 250 digital marketing services, ALL at wholesale pricing to partnered agents!

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IMO Services

Access expert annuity IMO support, including product comparisons, commissions, no-cost CRM, and marketing credits for lead generation services.

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Marketing Services

Get personalized lead generation, social media marketing, direct mail, and reputation management—all at wholesale pricing for partnered agents.

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Retirement OS will offer access to these top-level services with its partners.

IMO Services

  • 10 Years of Expert Annuity IMO experience!
  • Latest FIA Product Comparison and Presentation Reports
  • Top Carriers/Street Level Commission
  • Marketing Credits for No Cost Lead Gen/Advertising
  • No Cost CRM
  • No Cost Digital Marketing Tools
  • Expert Case Design
  • First Class Application Review and Submission

Marketing Services

  • Personalized / Local Lead generation campaigns (Geo-Fencing)
  • Direct Mail Marketing
  • Email and SMS Marketing
  • Social Media Marketing
  • Website Design, Repair and Maintenance
  • Online presence management (website/social media)
  • Reputation Management/SEO
  • Event Planning (Seminars/Webinars)
  • Over 250 more services ALL at wholesale pricing to Partnered Agents!
By allowing access to these services at the wholesale level or by rewarding agents who write annuity premiums through us, Retirement OS is creating an opportunity for its partnered agents to more than double their online campaigns and write more Fixed Indexed Annuity Business.

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Marketing Services

Digital Footprint Builder

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Inbox Pro – AI Assisted Web Chat Lead Capture & SMS Message Bundles

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Campaigns Pro

 

local seo

Local SEO

 

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Reputation Management

 

social marketing

Social Marketing

 

Our Latest Blogs

Stay informed with our latest blogs, covering expert tips on annuity sales, marketing strategies, and industry insights for agents.

Coming Soon

Mission Statement

At Retirement OS, our mission is to form strategic partnerships with insurance agents (FIA, IUL, MYGA) across the United States, providing access to cutting-edge digital marketing products at wholesale pricing. Alternatively, agents can use marketing credits through our boutique IMO to receive these services at little to no out-of-pocket cost. Retirement OS offers expert IMO support, along with wholesale or no-cost lead generation and advertising for partnered agents. This unique service combination is made possible through the leadership of Jamie Eisenman, who has been guiding IMOs since 2015, and a wholesale agreement with one of the world’s top digital marketing companies. Retirement OS provides its partners with access to these premium services.

Testimonials

When I started working with Jamie, we immediately hit it off. We really worked as a team with him helping me design some really unique cases and achieve the success I was always looking for in this profession. He is available if and whenever I need him. He is a trustworthy professional and always honors his promises. I highly recommend anything he is involved in and I am excited to see where he is taking Retirement OS in the future.

– Gaye W.

I have been working with Jamie for about 6 years now. He is an amazing person, and I would recommend and HAVE recommended many people over to Retirement OS specifically to work with Jamie and his team. I worked with Jamie before he was the Principal of the IMO he started in the industry at, and when the opportunity arose, the right decision was made to make Jamie the Principal. Everyone should look at this opportunity to work with Jamie and Retirement OS.

– Jason B.

I worked with Jamie when he was a principal at another IMO, and he was one of my marketing resources. I couldn’t have asked for a better partner to work with to help me grow my business. Jamie is a rarity in the insurance business; he is honest, direct, and true to his word.
Thank you for your support and efforts, Jamie.

– Scott L.

About Us

Retirement OS is dedicated to empowering insurance agents across the U.S. with expert IMO support and top-tier digital marketing services. Led by Jamie Eisenman, who has over 10 years of experience in annuity IMO leadership, Retirement OS offers a unique combination of wholesale marketing services and zero-cost options for partnered agents. We focus on providing fixed-indexed annuity (FIA) agents access to personalized lead generation, advertising, and digital marketing tools at unmatched prices. Our mission is to help agents grow their annuity business while offering support, from case design to application submission, ensuring success at every step.

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