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The World Series of Success

Jan. 6-8, 2022

Orlando, Florida

Orlando World Center Marriott

YOUR WSOS PIT STOP

Orlando World Center Marriott

Situated in the heart of Orlando and only two miles from Walt Disney World Resort, this sprawling, high-end complex combines all the comforts of home — including mini refrigerators, flat-screen TVs, minibars and coffee makers — with luxury and spectacular views.

Amenities are numerous. Dining options include upscale Japanese and grill restaurants as well as a casual Italian eatery. You also can enjoy a challenging 18-hole golf course, a spa that will leave you refreshed and rejuvenated, a modern workout gym and much more.

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We’re about to reach record speeds!

The anticipation and feverish energy welling up inside you. The impulse to jump on the gas because you know full well that your destiny is closer – much closer – than you think.

That’s what this is all about.

Buckle Up. This is one ride you’ll never forget.

Here’s how you get there

Qualification

Levels

platinum

Platinum

$10 million in combined OneAE production as of Dec. 31, 2021

Platinum

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. 6 and 7) and for a third night (Jan. 8) if the qualifier and guest elect to stay. Advisor is only responsible for his/her travel expenses.
gold

Gold

$3 million in combined OneAE production as of Dec. 31, 2021

Gold

AE pays for the qualifier’s two program nights (Jan. 6 and 7), including registration for the qualifier, meals and one hotel room. The advisor is only responsible for his/her travel expense. If the qualifier would like to bring a guest, the registration fee is $595* and includes meals and entertainment for the program.

*Advisors Excel will collect the guest fee of $595 during online registration for all Gold qualifiers electing to bring a guest.

Your WSOS Pit Crew

Simon T.
Bailey

Speaker, Author, Life Coach and Entrepreneur

SIMON T. BAILEY

Rev Up and Tune Up with Simon on: Client engagement and customer love

Simon’s purpose and passion is to help you discover your brilliance — just as he discovered his own by overcoming early personal setbacks and life struggles.

Over the past 30 years, Simon has worked with more than 2,000 clients from more than 50 countries — including Google, Microsoft, MasterCard and Hilton Hotels. Named by Success Magazine as one of the top 25 people who will help you reach your business and life goals, Simon provides meaningful strategies that impact lives and accelerate results.

Simon is the founder of The Brilliance Institute, and his books include “Shift Your Brilliance,” “Be the Spark” and “Release Your Brilliance.” He spent more than 30 years in the hospitality industry, including as sales director for Disney Institute, and is a summa cum laude master’s degree graduate of Faith Christian University.

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Chris Jeppesen

Author, Speaker, Advisor Consultant

CHRIS JEPPESEN

Rev Up and Tune Up with Chris on: Referrals and selling

Chris has spent more than two decades equipping financial professionals with tools to develop efficient business models focused on building long-term client trust and loyalty. As chief of advisor consulting at First Trust, he is dedicated to identifying creative ways to help advisors grow their practices and collaborating with firms on business development interests.

A finance graduate from Northern Illinois University, Chris is co-author of “The Advisor Playbook: Regain Liberation and Order in Your Personal and Professional Life.” The book, a culmination of Chris’ years of practice management experience assisting financial professionals, details interconnected business facets that help advisors generate growth and the capacity for growth by building real, long-lasting relationships with ideal clients.

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Jon
Gordon
Speaker and
Author

JON GORDON

Rev Up and Tune Up with Jon on: Teamwork, leadership and positive mindset

Jon has inspired executives, companies, sports teams, educators and many others worldwide to work with more vision, passion, positivity and purpose through his books and talks.

An author of 24 books — including bestsellers such as “The Energy Bus,” “The Carpenter,” “Training Camp,” “You Win in the Locker Room First,” “The Power of Positive Leadership” and “The Power of a Positive Team” — Jon has been featured on "The Today Show," CNN, ESPN and numerous other networks.

Jon earned his bachelor’s degree from Cornell University, where he played lacrosse, and earned a master’s in teaching from Emory University. The founder of Positive University and the Energy Bus for Schools Initiative counts Wells Fargo, Southwest Airlines, Northwestern Mutual, Publix Super Markets, the Atlanta Falcons and many other professional and college sports teams among his clients.

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Sean
Cannell
YouTube and Online
Video Guru

SEAN CANNELL

Rev Up and Tune Up with Sean on: Leveraging video to build influence and get results

One of the world’s foremost YouTube and online video experts, Sean’s mission is to help purpose-driven people make a difference in the world through video.

Sean grew a six-figure income as a “Tech YouTuber” before founding Think Media, a multimillion-dollar online video company that offers educational tools, tips and online courses. With more than 15 years of experience in online video, social media and online marketing, Sean has become an authority on helping entrepreneurs build real influence and income with video.

A prolific content creator whose videos have been viewed more than 55 million times, Sean knows the secrets to getting noticed and getting results. He is a speaker, coach, author and podcast host who has been featured on Forbes.com, CNBC, Social Media Examiner, Entrepreneur.com and Success.com.

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Our Charity
Partner

About The V Foundation for Cancer Research

We are proud to partner once more with The V Foundation for Cancer Research — the charity we partnered with during our very first WSOS.

Founded by ESPN and the late Jim Valvano, its mission of The V Foundation to “fund game-changing research and all-star scientists to accelerate victory over cancer and save lives.” It’s a mission dear to our hearts because cancer has impacted many advisors and their loved ones.

To date, The V Foundation has awarded more than $260 million in research grants. With your contributions, we can help further their mission to achieve victory over cancer and save lives.

The V Foundation’s special fund, The Dick Vitale Pediatric Fund, supports innovative cancer research. While pediatric treatments have come a long way, there is still much research to be done. Your donations will help with research into:

  • Reducing the long-term side effects of cancer and its treatments
  • Creating therapies specifically designed for children
  • Giving patients a better chance at long and healthy lives

For each donation you make to The V Foundation at the 2022 WSOS, you’ll receive a raffle ticket for one of our fabulous prizes.

Together we can make a difference in the lives of those who have cancer and their families.

Charity Prizes –
V Foundation

$250 Ticket

With each donation of $250 you will receive one ticket for the chance to win one of seven unbelievable experiences valued at $4,500 each.

Dick Vitale Gala for Two

Value: $4,500

DICK VITALE GALA FOR TWO

Enjoy the exciting and inspiring 17th annual Dick Vitale Gala at The Ritz-Carlton in Sarasota, Florida, on May 6, 2022. Scores of sports and entertainment celebrities attend this star-studded event each year. 2022 honorees include former wide receiver and ESPN TV and radio host Keyshawn Johnson; ESPN tennis analyst and former champion Chris Evert; Baylor University men’s basketball coach Scott Drew; and ESPN college football analyst Rod Gilmore. The evening includes a cocktail reception, dinner and program, and an after-party with music and dancing. Your prize package includes airfare for two and a two-night stay at The Ritz-Carlton, plus a rental car and a spa package at the hotel.

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Dickie V All-Star Package for Two
Value: $4,500

DICKIE V ALL-STAR PACKAGE FOR TWO TO THE DICK VITALE GALA

With the Dickie V All-Star Package, not only will you attend the celebrity-studded 17th annual Dick Vitale Gala at The Ritz-Carlton in Sarasota, Florida, on May 6, 2022, you will have VIP access for two to the Celebrity Meet & Greet Reception and to Dick Vitale’s private party at his home on the following day, May 7, offering special access to the celebrities.

2022 honorees include former wide receiver and ESPN TV and radio host Keyshawn Johnson; ESPN tennis analyst and former champion Chris Evert; Baylor University men’s basketball coach Scott Drew; and ESPN college football analyst Rod Gilmore. The gala includes a cocktail reception, dinner and program, and an after-party with music and dancing. Your prize package also includes airfare for two and a two-night stay at The Ritz-Carlton, plus a rental car and one round of golf at the Tom Fazio-designed championship 18-hole course at The Ritz-Carlton.

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Duke vs. Virginia Basketball Tickets
Value: $4,500

DUKE VS. VIRGINIA BASKETBALL TICKETS

You’ll have four of the hottest tickets in college basketball with this prize package, which includes four tickets to the Duke vs. Virginia hoops matchup on Monday, Feb. 7, 2022.* Catch the legendary Michael Krzyzewski as he leads the Blue Devils against the Cavaliers in this final year before his retirement. At the game in Durham, North Carolina, you’ll be the special guests of V Foundation CEO Shane Jacobson and enjoy the full VIP treatment. Your prize package includes airfare and hotel for four, plus a rental car.

* If Dick Vitale is assigned as commentator for this game, expect even more special perks, such as a meet and greet, possible courtside time and other exclusive access.

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GATEWAY CANYONS (COLORADO) GETAWAY
Value: $4,500

GATEWAY CANYONS (COLORADO) GETAWAY

Get away to Colorado’s spectacular red rock country and savor the breathtaking surroundings of the secluded Unaweep Canyon, one of the most unique canyons in the world, as you relax in the luxurious amenities of the Gateway Canyons Resort. Rated a Top 10 U.S. resort in Condé Nast Traveler’s 2019 Readers’ Choice Awards, the resort features access to a wide range of outdoor adventures — including horseback riding, shooting sports, mountain biking and hiking — a full-service spa, two pools, local cuisine and even a classic car museum on site. The Gateway Canyons Auto Museum features 100 years of American automotive history from the privately owned Hendricks Collection. Your package includes a four-day, three-night hotel stay, airfare for two and a rental car or transportation.

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Las Vegas Show – The Beatles LOVE
Value: $4,500

LAS VEGAS SHOW – THE BEATLES LOVE

Do you love Vegas? Do you LOVE the Beatles? Then this prize package is for you! You and a guest will stay three nights at the luxurious Nobu Hotel at Caesars Palace, and you’ll receive two tickets to be dazzled by the immersive experience that is The Beatles LOVE by Cirque du Soleil at the Mirage. Your prize package includes round-trip airfare for two, the three nights of accommodations at Nobu Hotel and transportation to and from the airport.

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Luxury Glamping in Alaska
Value: $4,500

LUXURY GLAMPING IN ALASKA

Experience the unforgettable when you venture to the wilds of Alaska for this one-of-a-kind glamping adventure. You’ll help choose your itinerary. Explore the countryside on all-terrain vehicles, soar above the state’s mountain ranges on a helicopter tour, hike the Alaskan wilderness or get a front-row seat for the exquisite beauty of the Northern Lights. Your package includes round-trip airfare, transportation to your destination and glamping accommodations for two.

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MACEOO Custom Shopping Experience – Las Vegas
Value: $4,500

MACEOO CUSTOM SHOPPING EXPERIENCE – LAS VEGAS

You’ll sport one of today’s most exclusive fashion labels after this luxury shopping spree at Maceoo in Vegas. Receive the VIP treatment from creative and retail director Ricci Lopez — and a Louis XIII cognac tasting with a Guillaume Valet ambassador — as you explore the 6,000-square-foot store at the Aria Resort & Casino featuring the entire Maceoo collection of menswear and accessories. Designed in Paris, made with innovative Italian fabrics and inspired by the idyllic West Coast YOLO lifestyle, Maceoo is a custom-tailored fit backed by a mathematical algorithm written by an MIT engineer. Suits, sport coats, formalwear, custom-tailored clothing, athleisure, shoes and accessories, timepieces, custom fragrances, and many more exciting surprises await! Your prize package includes airfare for two, two nights at the Aria hotel, your custom shopping spree and cognac tasting, and more!

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$2,500 Ticket Grand Prize

Each donation of $2,500 entitles you to a Golden Ticket, eligible for the chance to win the grand prize valued at $25,000.

Choose Your Destination!
Value: $25,000

NEW ZEALAND, LONDON OR GRAND CAYMAN

Cross another item off your bucket list with this exclusive trip package to the destination of your choice: New Zealand, London or Grand Cayman. The adventures that await you and a guest are:

Grand Cayman, Cayman Islands

  • Seven-night accommodations for two at The Ritz-Carlton Grand Cayman
  • Round-trip airfare for two and a rental car
  • Relax with a massage at the La Prairie Spa
  • Play the Greg Norman-designed nine-hole golf course at The Ritz-Carlton Golf Club
  • Swim with the stingrays at Stingray City
  • After-dark kayak voyage through Grand Cayman’s Bioluminescent Bay
  • Dive the Kittiwake Shipwreck & Artificial Reef
  • Tour the Crystal Caves

OR

London, England

  • Seven-night accommodations for two at The Dorchester
  • Round-trip airfare for two and a rental car
  • Take afternoon tea at The Promenade
  • Climb to the top of the dome at St. Paul’s Cathedral
  • See the changing of the guard at Buckingham Palace
  • Take a day trip to the city of Bath
  • Tour the Royal Botanic Gardens in Kew

OR

Queenstown, New Zealand

  • Seven-night accommodations at the Sofitel Queenstown
  • Round-trip airfare for two and a rental car
  • Drive the scenic road from Queenstown to Glenorchy
  • Cruise Lake Wakatipu
  • Tour the Gibbston Valley Wine Region
  • Explore Milford Sound

 

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Plus

Dickie V Autographed Special Edition Basketball
Value: Priceless

DICKIE V AUTOGRAPHED SPECIAL EDITION BASKETBALL

Only 100 tickets sold

“Awesome, baby!” Don’t miss your chance to own this one-of-a-kind piece of sports history. Dick “Dickie V” Vitale has signed this basketball in honor of his four-decade-plus career as an ESPN college basketball broadcaster and his early college and pro coaching career. In 2008, he received the sport’s ultimate honor when he was selected as an inductee into the Naismith Memorial Basketball Hall of Fame. An unparalleled ambassador for the game, Dick is known for his passion and enthusiasm — as well as his famous “Vitale-isms.”

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About the World
series of success

Every year, the World Series of Success brings AE advisors together to celebrate last 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
successful retirement.

History

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 brought in big-name speakers (Michael Phelps, George W. Bush) to provide leadership insights and ideas that advisors can implement in their business. Every year the event has featured a different theme (All In, Stronger Together, Dream Big), exciting locations (Houston, Washington, D.C.) and a worthy charitable organization to support.

One thing that has never changed is that 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.