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.
more about this year

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.
More About the Hotel

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:
    10 a.m. – 4 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
  • Universal Islands of Adventure: 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
Learn More

Jay Baer

Customer Experience 
Strategist
Learn More

Surprise Speaker

Saturday Morning
Learn More

qualificationsWhere Possibility
Becomes Reality

Platinum Qualification

$10 Million in combined OneAE production as of Dec. 31, 2025.**

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.

The Power of Giving Raffles and Live Auction

Every year, The World Series of Success gives advisors the opportunity to give back through charity donations.

Together, we can build stronger communities, inspire hope and create new possibilities for those who need it most.

Our Charity Partner:Folds of Honor

We are proud to team up with Folds of Honor once again as our 2026 charity partner.

This remarkable organization supports the families of fallen and disabled service members, awarding over 73,000 educational scholarships since 2007.

By joining forces with Folds of Honor, we’ll help provide countless families with access to education and other support, giving them the possibility to do so much more.
Visit Their Site

Raffle Prizes

For every $250 donation you make, you will receive one ticket for the possibility to win one of nine incredible prize packages, each valued at $5,000. Each $250 donation will be tax-deductible.
Napa Valley Uncorked
More

Napa Valley Uncorked

Escape to wine country and experience luxury, adventure and gourmet indulgence.

Escape to the heart of California’s wine country with this exclusive Napa Valley experience. Cycle or hike through scenic trails, ride in a hot air balloon over the vineyards or unwind with world-class gourmet dining. Whether you’re a wine enthusiast, a foodie or simply in search of breathtaking scenery, this getaway has everything you need to create memories to last a lifetime. Here’s what’s included:

  • Round-Trip Economy-Class Airfare for Two
  • Mid-Size Car Rental
  • Four Days/Three Nights at the Luxurious Four Seasons Napa Valley
  • Gourmet Dining
  • Several Wine Country Activity Options
The Coeur d’Alene Escape
More

The Coeur d’Alene Escape

Indulge in lakeside luxury with golf, spa treatments and breathtaking views.

Experience the pinnacle of lakeside luxury with a getaway to the Coeur d’Alene Golf & Spa Resort. Nestled on the stunning shores of Idaho’s Lake Coeur d’Alene, this destination offers a blend of natural beauty and five-star amenities. Take your shot on the world’s only floating, movable island green, and unwind with spectacular views from your room. Your romantic getaway includes:

  • Round-Trip Economy-Class Airfare for Two
  • Four Days/Three Nights at the Famous Coeur d’Alene Resort
  • Dining Credit for the Resort’s Restaurants
  • A Rejuvenating 50-Minute Spa Treatment for Each Guest
  • Several Lakeside Activity Options
Paradise Awaits in St. Thomas
More

Paradise Awaits 
in St. Thomas

Immerse yourself in Caribbean bliss with oceanfront comfort and island adventures.

Escape to a Caribbean paradise with a breathtaking trip to St. Thomas in the U.S. Virgin Islands. Explore the capital, Charlotte Amalie, with its perfect mix of natural bays, upscale shopping and historical sites like Blackbeard’s Castle. Your home for this getaway will be the stunning Westin Beach Resort, putting you just steps from the sand with spectacular ocean views. Your island escape includes:

  • Round-Trip Economy-Class Airfare for Two
  • Four Days/Three Nights at the Westin Beach Resort Oceanview
  • Dining Credit for the Island
  • Several Island Activity Options
Experience Vegas Your Way
More

Experience Vegas Your Way

Design your perfect Vegas getaway with five-star resorts, thrilling activities and world-class dining.

Make Vegas your playground! Beyond the iconic casinos, the city offers a diverse array of attractions, including immersive art installations like Meow Wolf, thrilling activities at AREA15 and the nearby Red Rock Canyon and Valley of Fire. Choose where you stay from five different resorts and exclusive activities like a Grand Canyon tour, a celebrity chef food tour, a show and more! Your trip to “The Entertainment Capital of the World” includes:

  • Round-Trip Economy-Class Airfare for Two
  • Mid-Size Car Rental
  • Four Days/Three Nights at the Five-Star Resort of Your Choice
    • Choose from the Bellagio, Caesars, Fontainebleau, Four Seasons or Venetian
  • Dining Credit for a Night on the Town
  • Several Uniquely Vegas Activity Options
Boston: A City With Stories to Tell
More

Boston: A City With Stories to Tell

Explore Boston’s rich history, vibrant culture and iconic landmarks in style.

Explore the rich history and flavors of one of America’s oldest cities with a trip for two to beautiful Boston, Massachusetts! Famous for its Revolutionary War history, prestigious universities and distinct neighborhoods, the city is a perfect blend of old and new. Your trip to Boston includes a stay at the iconic Fairmont Copley Plaza, putting you in the heart of the city’s finest shops and dining establishments. Your trip includes:

  • Round-Trip Economy-Class Airfare for Two
  • Mid-Size Car Rental
  • Four Days/Three Nights at the Historic Fairmont Copley Plaza
  • Several Local Activity Options
Elevate Your Escape in Aspen
More

Elevate Your Escape in Aspen

Enjoy a premier ski retreat with world-class slopes and luxurious mountain charm.

Experience a premier ski getaway at the St. Regis. Nestled in the Colorado Rockies, Aspen offers world-class terrain, upscale amenities and the rustic charm of a vibrant mountain town. Whether you’re a first-time skier or a seasoned pro, Aspen is a world-class mountain experience. Your ski trip includes:

  • Round-Trip Economy-Class Airfare for Two
  • Mid-Size Car Rental
  • Four Days/Three Nights at The St. Regis Aspen Resort
  • Ski Passes and Equipment Rental
  • Several Local Mountain Activity Options
SHARPEN YOUR CULINARY CRAFT
More

SHARPEN YOUR CULINARY CRAFT

Level up your kitchen with a precision-crafted knife set from Half Face Blades.

Upgrade your kitchen with an exclusive four-piece knife set that is a testament to Half Face Blades’ mission of delivering tools that are built to perform and made to last. Bringing the same precision and craftsmanship to the kitchen as they do to the field, Half Face Blades offers both functionality and style in this set of culinary knives. Your chef’s set features:

  • Four handcrafted knives
  • Handles made from ancient bog oak and natural giraffe bone
  • Navy SEAL and Naval Special Warfare’s AOR1 and AOR2 camouflage patterns
  • Magnetic countertop board to store and display your knives
Putt for
Patriots
More

Putt for Patriots

Tee off at The Patriot Golf Club and honor America’s heroes while enjoying a stunning course.

Hit the links at The Patriot Golf Club in Owasso, Oklahoma, home to the Folds of Honor headquarters. This beautiful course spans 7,158 yards of Oklahoma’s lowland marshes, mature woodlands, upland prairies and dramatic limestone canyons, allowing you to appreciate the natural landscape, enjoy the game of golf and pay homage to our military heroes. Your retreat includes:

  • Accommodation for Two Nights
  • Three Rounds of Golf for Four People

Dates are to be mutually agreed upon and redeemed within one year.

FORGE YOUR SIGNATURE EDGE
More

FORGE YOUR
SIGNATURE EDGE

Own a rare, custom-made tomahawk crafted by Navy SEAL veteran Andrew Arrabito.

Andrew Arrabito is a Navy SEAL veteran and the founder of Half Face Blades, a company known for crafting high-quality, versatile tools. Arrabito designed this tomahawk exclusively for a select few — it’s not available to the general public and is only produced in limited supply. This is your opportunity to own a rugged and distinct tool that honors those who served to protect our freedoms.

Live Auction Items

You’ll have the opportunity to bid on three exclusive packages, each offering an unparalleled experience you won’t forget. The highest bidder will take home the prize — and their winning donation will be tax-deductible.

The three prizes are:

Push Your Limits in Coronado, California
Learn More
LIVE AUCTION ITEM
Donated and Hosted by Mike “Boots” Barker, Retired Navy SEAL

Push Your Limits in Coronado, California

Experience Navy SEAL-inspired training in an unforgettable day of challenges.

Enter the world of U.S. Naval Special Warfare with a curated experience on or adjacent to Naval Amphibious Base Coronado, the only Naval amphibious base on the West Coast. Through Navy SEALs’ Basic Underwater Demolition/SEAL (BUD/S) training, guests will get a taste of the mindset, teamwork and discipline that forge America’s maritime commandos. This is an immersive, fitness-filled day designed for civilians and led by former Navy SEALs. You and five to seven guests of your choosing will experience:

  • Mindset and Teamwork Drills to Apply in Everyday Life
  • BUD/S-Inspired Physical Training Scaled to Your Ability
  • Show-and-Tell and Q&A with Former SEALs
  • Photo Op on Coronado Beach and BUD/S Souvenir Coin and Certificate
  • Casual Meal with the SEALs Cadre
The Ultimate Ace
Learn More
LIVE AUCTION ITEM
Donated by Folds of Honor

The Ultimate Ace

Play a round at Michael Jordan’s exclusive The Grove XXIII golf course.

Step inside the ropes for a once-in-a-lifetime experience at one of the most exclusive golf clubs on the planet: Michael Jordan’s The Grove XXIII. This private golf course in Hobe Sound, Florida, was named for Jordan’s signature No. 23 jersey and designed by award-winning Bobby Weed Golf Design. Almost immediately after its opening, The Grove XXIII was named one of the top courses in America by Golf Magazine. Your hole-in-one day includes:

  • One Round of Golf for Four People
  • Lunch at the Golf Club
Your Shot at Adventure
Learn More
LIVE AUCTION ITEM
Donated and Hosted by Mike “Boots” Barker, Retired Navy SEAL

Your Shot at Adventure

Blend marksmanship with wilderness as you embark on a custom outdoor adventure in Montana.

Experience a blend of shooting, outdoor adventures and team-building activities at Bear Mouth Precision. Set against the stunning backdrop of Montana’s wilderness, this facility is owned and operated by Special Operations veterans and combines skilled marksmanship with the great outdoors. This package includes:

  • Four Days/Four Nights at Private Tomahawk Lodge
  • Meals for Four People
  • Ground Transportation (Airfare Not Included)
  • Customized Experience
    • Choose From Shooting, Fly Fishing, Horseback Riding, Skiing, Snowmobiling, Ice Fishing or a River Float

Dates are to be mutually agreed upon and redeemed within one year.

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