honoring a legacy
Celebrating What Comes Next
Every year at the World Series of Success, we strive to celebrate you and your accomplishments from the previous year while setting the stage for more groundbreaking achievements. In 2025, we're adding another layer of celebration: honoring a momentous 20-year legacy of empowering advisors like you.
For 20 years, we've been at the forefront of the financial advisory world, pioneering change and setting new standards — and we couldn't have done any of it without you. This event is a tribute to the moments that have defined our community, a celebration of all we have accomplished together and a rallying cry to continue pursuing excellence and innovation.
We're ready, are you?
First-Class Luxury Meets Hometown Hospitality
First-Class Luxury Meets Hometown Hospitality
As we celebrate our 20th anniversary with the 2025 World Series of Success, we’re thrilled to bring this monumental event to our own backyard, where we can share the experience with as many people as possible. Nestled in the heart of downtown Kansas City, the Loews Kansas City Hotel is the perfect setting for such a historic occasion.
Enjoy breathtaking views of the city skyline from the hotel's rooftop bar, classic American cuisine (with a nod toward KC's railroad history and amazing BBQ), vibrant nightlife and key attractions all within walking distance.
Day 1
Wednesday, Jan. 15
Registration
Awards Night
Day 2
Thursday, Jan. 16
General Session 8 a.m. - 4 p.m.
Off-site Experience
Day 3
Friday, Jan. 17
General Session 8 a.m. - Noon
Let's Make History
Together
Platinum
Qualification
$10 Million
in combined OneAE production as of Dec. 31, 2024
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. 15 and 16) and a third night (Jan. 17) 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, 2024
AE pays for the qualifier's two program nights (Jan. 15 and 16), including registration for the qualifier, meals and one hotel room. The advisor is only responsible for their 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.
History of 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 confident retirement.
Formerly known as The World Series of Sales, this annual extravagaanza 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 – and make the coming your 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 that 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.
Let the countdown begin!
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.
5/24-3602775 - For financial professional use only.