Wednesday Jan. 17
Friday Jan. 19

Timeless. Legendary.
ICONIC
Become Iconic
Qualification
$10 Million
in combined OneAE production as of Dec. 31, 2023
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. 17 and 18) and a third night (Jan. 19) if the qualifier and guest elect to stay. The advisor is only responsible for their travel expenses.
Qualification
$3 Million
in combined OneAE production as of Dec. 31, 2023
The qualifier attends WSOS for FREE. All expenses — including registration for the qualifier, meals and one hotel room — are paid by Advisors Excel for both program nights (Jan. 17 and 18). The qualifier is only responsible for their travel expenses. If the qualifier would like to bring a guest, the registration fee is $595* and includes meals, entertainment and a shared hotel room with the qualifier.
*Advisors Excel will collect the guest fee of $595 during online registration for all Gold qualifiers electing to bring a guest.
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 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 (All In, Stronger Together, Dream Big, Buckle Up), an exciting location (Houston, Washington, D.C., San Diego) 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.
2023
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2022
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2021
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2020
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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.
5/23-2908999 For financial professional use only.