The World Series of Success

Jan. 6-8, 2022

Orlando, Florida

Orlando World Center Marriott

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





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


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.


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


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.

Speaker, Author, Life Coach and Entrepreneur

Chris Jeppesen

Author, Speaker, Advisor Consultant

Speaker and
YouTube and Online
Video Guru

Our Charity

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
Dickie V All-Star Package for Two
Value: $4,500
Duke vs. Virginia Basketball Tickets
Value: $4,500
Value: $4,500
Las Vegas Show – The Beatles LOVE
Value: $4,500
Luxury Glamping in Alaska
Value: $4,500
MACEOO Custom Shopping Experience – Las Vegas
Value: $4,500

$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


Dickie V Autographed Special Edition Basketball
Value: Priceless

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.


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.