Thursday, Jan. 7 - Saturday, Jan. 9, 2027
For the entrepreneurs who never followed the script.
Every advisor builds their business a little differently. Different clients. Different style. Different instincts. That difference isn’t some quirk to smooth over. It’s the whole point. It’s what sets your practice apart and keeps clients coming back to you.
The World Series of Success 2027 is a celebration of exactly that.
Your Way Got You Here. Let’s Go Even Further.
A City
With A Mind Of Its Own
Gaylord Pacific Resort & Convention Center
1000 H Street
Chula Vista, CA 91910
For WSOS 2027, we’re heading to the Gaylord Pacific Resort & Convention Center — a major new waterfront destination on San Diego Bay. Opened in 2025, this impressive resort sits just south of downtown San Diego and brings together the scale of a world-class event venue with the energy of the Southern California coast.
Schedule
Day 1
Thursday, Jan. 7
- Registration
- Awards Gala
- Attire: Formal/Black-Tie (Men — Dark suits or tuxes; Women — Formal or cocktail dresses)
Day 2
Friday, Jan. 8
- General Session: 8 a.m. – 4 p.m.
- Attire: Business Casual
- Night 2 Experience
Day 3
Saturday, Jan. 9
- General Session: 8 a.m. – Noon
- Attire: Business Casual
Where the Work
Pays Off
Platinum Qualification
$10 million in combined OneAE production as of Dec. 31, 2026.**
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 AE for both program nights (Jan. 7 and 8) and a third night (Jan. 9) if the qualifier and guest elect to stay. The advisor is only responsible for their travel expenses.
Gold Qualification
$6 million in combined OneAE production as of Dec. 31, 2026.**
AE pays for the qualifier’s two program nights (Jan. 7 and 8), including registration for the qualifier, meals and one hotel room. The advisor is only responsible for their travel expenses. If the qualifier would like to bring a guest, the registration fee is $595* and includes meals and entertainment during the program and one shared hotel room.
*AE will collect the guest fee of $595 during online registration for all Gold qualifiers electing to bring a guest.
**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
of the 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.
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 event celebrates the training and marketing success of professionals in insurance and financial services. It was launched to help advisors kick off the new year inspired and energized, giving them the boost they need to take on whatever the year brings and make it their best one yet.
WSOS has a track record of bringing in big-name speakers — think Michael Phelps, George W. Bush and Shaquille O’Neal — to share leadership insights and ideas advisors can put to work in their own businesses. Each year features a bold theme (Built Different, Power of Possibility, History in the Making), an unforgettable location (San Diego, Washington, D.C., Las Vegas) and a worthy charitable organization to support.
One thing has never changed: The World Series of Success exists to celebrate our advisors, back them as they grow into stronger business owners and push the whole industry forward — one true original at a time.
The Clock
Is Ticking!
