Orlando, Florida
January 8-10, 2026

Advisors Excel Power Of Possibility

WSOS
2026

Big Ideas. Bold Moves. Endless Possibility.

Pop open the door to success in 2026.

Our annual World Series of Success is here to celebrate you, your achievements and the limitless potential that lies ahead. This year, we’re bringing a burst of creativity and innovation with a theme that challenges you to tap into the Power of Possibility.
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A Destination as Bold as Your Dreams.

Orlando World Center Marriott

8701 World Center Drive
Orlando, FL 32821

This year, The World Series of Success takes place at the Orlando World Center Marriott — a destination that truly represents the Power of Possibility. Known as the largest Marriott in the world, this exceptional venue offers an unparalleled setting for a bold, dynamic and imaginative experience.
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This isn’t just a venue — it’s where your next big idea is waiting to take shape.

it’s poppin’the schedule

Day 1 Thursday, Jan. 8

  • Registration:
    Noon - 5 p.m.
  • Awards Gala & After Party: 6 - 11 p.m.
  • Attire: Formal/Black-Tie (Men - Dark suits or tuxes; Women - Formal or cocktail dresses)

Day 2Friday, Jan. 9

  • General Session
    8 a.m. – 5 p.m.
    Attire: Business Casual
  • Off-Site Experience: 6:30 - 10:30 p.m.
  • Attire: Casual – A light jacket is recommended.

Day 3 Saturday, Jan. 10

  • General Session
    8 a.m. – Noon
    Attire: Business Casual

The power of motivationyour speakers

Zack Kass

Global AI Advisor
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Jay Baer

Customer Experience 
Strategist
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qualificationsWhere Possibility
Becomes Reality

Platinum Qualification

$10 Million in combined OneAE production as of Dec. 31, 2025.**
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The qualifier and a guest attend WSOS for FREE. All expenses — including registration for the qualifier, meals for two and one hotel room — are paid by Advisors Excel for both program nights (Jan. 8 and 9) and a third night (Jan. 10) if the qualifier and guest elect to stay. The advisor is only responsible for their travel expenses.
**Premium qualifications are:
Fixed Index Annuity Business: $1 million = $1 million in qualifying production
Fixed, MYGA, SPIA, DIA Business: $1 million = $333,333 in qualifying production (i.e., 1/3 credit)
Target Premium Life Insurance: $1 million = $10 million in qualifying production (i.e., 10x credit)
AE Wealth Management Billed AUM**: $1 million = $100,000 in qualifying production (i.e., 1/10 credit)
Madison Avenue GDC: $1 million = $5 million in qualifying production (i.e., 5x credit)
Medicare Supplement: $1 million = $10 million in qualifying production (i.e., 10x credit)
**Billed AUM is all AUM that is subject to a basis points platform fee.

History ofThe World Series
of Success

Every year, The World Series of Success brings AE advisors together to celebrate the past year’s wins, share new ideas and recharge for the year ahead.
2025
2019
2011

The Goal:

To give financial professionals the tools and encouragement they need to help more clients enjoy a confident retirement.

Formerly known as The World Series of Sales, this annual extravaganza celebrates the training and marketing success of professionals in insurance and financial services. Launched to help advisors kick off the new year inspired and energized, The World Series of Success gives AE advisors the boost they need to face whatever challenges the year might bring — and make the coming year their best ever.
 
WSOS has historically featured big-name speakers (Michael Phelps, George W. Bush, Shaquille O’Neal) to provide leadership insights and ideas that advisors can implement in their businesses. Each year, the event has featured a stirring theme (Stronger Together, Dream Big, Buckle Up, Iconic), an exciting location (Washington, D.C., San Diego, Las Vegas) and a worthy charitable organization to support.

One thing has never changed:

The World Series of Success aims to celebrate our advisors, support them in their quest to become better business owners, and enhance the growth and development of the industry.

Countdown toWSOS

WSOS
2026
The WSOS is designed to provide general information only on the topics covered. Portions of this training are designed for those producers who are licensed to both solicit and negotiate the sale of insurance and provide investment advice. Producers are ultimately responsible for the use or implementation of these concepts and should be aware of the compliance requirements of any broker-dealer or Registered Investment Adviser with which they may be affiliated, the insurance carriers they represent, federal regulations and state insurance regulations. The unique experiences and relative success of the presenters may not be representative of the experience of all financial professionals. Results from the use of the concepts and strategies shared at The WSOS are no guarantee of your future success.  4692977 For financial professional use only.