qualifications

In light of the COVID-19 pandemic and in order to adhere to local regulations and health and safety standards, we’ve had to rethink our World Series of Success for 2021. That has included limiting in-person attendance to just 500 advisors.

To accomplish this, we’re inviting advisors only — no guests — to attend The WSOS 2021. Only business owners will receive an invitation, and those individuals will be invited based on production until we’ve met our maximum of 500.

Those invited will have all program expenses paid by AE for two program nights (Jan. 14 and 15) and for a third night (Jan. 16) if the advisor registers to attend the Saturday afternoon activity and elects to stay that night. The advisor is only responsible to pay his/her travel expense.

For those who are unable to attend The WSOS in Houston, we will be live streaming and recording the entire event.

We’re grateful for the opportunity to have a World Series of Success in 2021 and to reconnect with many of you, and we look forward to being back to our normal, full-size program in 2022.

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 Advisor 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. 1367345 - For financial professional use only.