qualifications

Find out how you can earn entry to The World Series of Success and the perks that come with related levels of production.

Qualification

$7 million in combined OneAE production as of Dec. 31, 2020: The qualifier and a guest attend for FREE.

  • All expenses are paid by AE for the two program nights (June 10 and 11) and for a third night (June 12) if you and your guest elect to stay, including registration for the qualifier, meals for two, one hotel room and $500 total toward travel reimbursement.
  • Travel reimbursements will be direct-deposited on Friday, June 18, 2021.

Qualification

$5 million in combined OneAE production as of Dec. 31, 2020: The qualifier and a guest attend for FREE.

  • All program expenses are paid by AE for the two program nights (June 10 and 11) and for a third night (June 12) if you and your guest elect to stay, including registration for the qualifier, meals for two and one hotel room.
  • You are only responsible to pay for your travel expenses.

Qualification

$3 million in combined OneAE production as of Dec. 31, 2020: AE pays for the qualifier’s two program nights (June 10 and 11) as well as a third night (June 12) if you elect to stay, including registration for the qualifier, meals and one hotel room.

  • You are only responsible for your travel expenses.
  • If you 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 Silver qualifiers electing to bring a guest.

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Questions about qualifications?

Please contact your VP of Advisor Development at 866.363.9595.

Premium qualifications are:

Fixed Index Annuity Business: $1 million = $1 million in qualifying production

Fixed, MYGA, SPIA, DIA Business: $1 million = $333,333 in qualifying production (i.e., 1/3 credit)

Target Premium Life Insurance: $1 million = $10 million in qualifying production (i.e., 10x credit)

AE Wealth Management Billed AUM*: $1 million = $100,000 in qualifying production (i.e., 1/10 credit)

Madison Avenue GDC: $1 million = $5 million in qualifying production (i.e., 5x credit)

Medicare Supplement: $1 million = $10 million in qualifying production (i.e., 10x credit)

 

***Billed AUM is all AUM that is subject to a basis points platform fee.

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.