Keep 100% Commissions. Grow With a Proven Insurance Marketing System.
Stop splitting commissions or chasing recycled leads. Retirement OS is the first IMO built to give you exclusive insurance leads and a scalable system to grow beyond $5M.
Created by Jamie Eisenman, who scaled his agency annuity business from $98M → $157M in one year using this system.
Our Partners
The Trap That Keeps Agents Stuck
Are you tired of:
- Losing 30–50% of your commission to an IMO just to get annuity leads?
- Competing with 10+ agents calling the same recycled prospects?
- Spending thousands on low-quality insurance leads that go nowhere?
- Feeling trapped at $1–$5M production with no clear path forward?
This is the Insurance Agents’ Marketing Trap. It’s a system designed to profit the IMO while leaving you dependent, frustrated, and stuck.
At Retirement OS, We Do It Differently.
Retirement OS is NOT just a marketing agency. We are an IMO built to fuel agent growth.
Here’s what sets us apart:
- 100% of your commissions stay with you.
- Exclusive insurance leads you own.
- A proven insurance marketing system that scales with you.
What Independent Agents
Are Saying
Hear how agents like you grew faster with Retirement OS.
What started as a small, intimate seminar quickly became one of the most powerful business experiences of my career. With just a handful of attendees in a classroom-sized space, we could go deep into retirement planning and the heart of what our clients truly want for their future. I watched fears dissolve as couples realized they could retire in just a few years, relocate to be closer to family, and do so in a way that felt financially secure and faith-aligned. One of the most rewarding moments was designing a tax-free retirement strategy for Jorge and Niradia — helping them step into a future of peace, sunshine, and purpose in Puerto Rico.
Alex Mercuri
First WorkshopThanks to the retirement seminar, we finally feel at peace about our future.We now have a clear, personalized plan to retire in just five years and move to Puerto Rico to be close to our family. Jason and Alex carefully guided us through every option, even helping us shift assets into tax-free buckets to reduce future tax burdens. We're beyond grateful for their dedication and expertise. This new chapter feels exciting, hopeful, and most importantly, possible.
Mrs. Sota
NEW IUL and FIA OwnerFrom Commission Splits to Total Independence
Retirement OS moves you out of split-commission models and puts every dollar back in your pocket.
Before Retirement OS
- Splitting commissions.
- Paying for exhausted
annuity leads. - Drowning in marketing chaos.
- Stuck at $1–$5M.
After Retirement OS
- Keep 100% of your commissions.
- Attract qualified annuity leads you own.
- Follow a proven, repeatable system to market your business.
- Scale beyond $5M with predictability.
The Scalable System
Built for Independent Agents
What drives your pipeline inside Retirement OS:
Hosting Seminars
The #1 source
of qualified annuity leads.
Local Targeting
Meet people in your own community.
Webinars & Funnels
Keep prospects flowing online and offline.
Marketing Continuity
One operating system ties it
all together.
Founder Story
Jamie Eisenman built and scaled using this insurance marketing system to grow from $98M to $157M in a single year.
After a decade of watching agents get trapped in commission splits and bad prospects, he launched Retirement OS to change the game.
Ready to Escape the Marketing Trap?
You don’t need another split deal. You don’t need another pile of recycled leads. You need an IMO built to invest in you.
Book your call today and see how we deliver exclusive insurance leads and put 100% of your commissions back in your pocket.
Frequently Asked Questions
How do I know my leads are exclusive?
Every annuity lead we generate is tied directly to your marketing. They are yours. Never shared, never recycled.
What if I don’t sell much at first?
Even a small sale starts funding your marketing right away. The system builds momentum as you grow.
How is this different from other IMOs?
Other IMOs take a cut of your commissions or hand you recycled opportunities. We let you keep it all while giving you a proven system and marketing support.