2019 WSOS Recap

Thank you for joining us in Phoenix for the 2019 World Series of Sales! We enjoyed celebrating all that you’ve accomplished in 2018, and we look forward to seeing what 2019 has in store.

Relive all the WSOS Moments:

Make 2019 your best year yet!

As Cody Foster mentioned from the stage at WSOS, to avoid complacency after a great year like 2018, focus on growth. Here are the four areas you should focus on in 2019 to make this your best year yet:

  1. List building
  2. Becoming a better CEO/business owner
  3. Maximizing profits
  4. Separating yourself from the competition

AE’s new offerings will focus on these and more — and attending a training event will put you on the right track for success. For more details about 2019 training and what’s in store in the year ahead, view the 2019 AE Programs booklet.

The Transformation 2.0

At the 2019 The Transformation 2.0, we’re bringing the same insights that helped 2018 attendees increase conversion rates by as much as 200 percent — and the best-of from The Transformation 1.0 — and we’re making them even better! From game-changing skills to ROI-boosting strategies to insights shared by industry thought-leaders, this year’s Transformation is designed to take your business to all-new heights — and beyond.

The Transformation 2.0: Sales Skill & Process
April 14-16

The Transformation 2.0: Seminars & Marketing
June 2-4

The Journey: Denver — March 27-29

This year, The Journey builds on the success of our 2018 revamp, with more presenters, more breakout sessions and more opportunities to choose the content most relevant to you. Attend The Journey: Denver to learn from producers who’ve achieved marked success in their subject area — and whose businesses look a lot like yours.

Technology updates


Our new, integrated AE Portal will launch on Feb. 1. The updated system will allow you to:

  • Upload all product documents in one location
  • Receive status updates on policies via automatic notifications sent to your team to reduce back-and-forth phone calls and emails
  • View policies you’ve written with AE for better tracking and more efficiency


AE’s new online resource for training and materials is designed to help you go from being a good advisor to a great business owner. Visit AE University to enroll in quick, convenient courses about the new AE Portal and Medicare Supplement insurance (log in using your iAdvisor credentials).

Build a better list with STEEP

Grow your practice in 2019 with innovative, automated digital marketing. Create an easily implemented, highly effective and advisor-friendly digital marketing strategy with STEEP’s Season Pass — including 9 business-changing marketing services like cutting-edge seminar services, 12 months of lead generation services and all of STEEP’s automation services that can help turn leads into clients — offered exclusively to Advisors Excel producers.

AE Medicare Solutions

Advisors Excel now offers Medicare Supplements through our new AE Medicare Solutions division. This offering is not only a new revenue generating opportunity, but it also fits into your existing approach for providing clients a holistic financial strategy. Attend one of two in-house training opportunities with Chris Ruttinger at AE Headquarters.

Amp Up – AE Medicare Solutions Training
February 20-22

Amp Up – AE Medicare Solutions Training
March 3-5

2020 trip updates

At the Evening of Excellence, we announced the 2020 trips, and we can’t decide which one we’re more excited about! Check them out:

Advisor Summit: Cuba
August 2-7, 2020

Cruise with the best on AE’s Advisor Summit cruise to Cuba.

CEO Summit: South Africa
April 22-30, 2020

Explore on a South African safari with AE’s top producers!

As a reminder, the Advisor Summit is open exclusively to writing producers fully onboard with AE, and the CEO Summit is available to fully-onboard producers who are acting as true CEOs within an agency, which includes having an equity ownership in the agency. Each in-office producer can qualify for the Advisors Summit based on an individual combined production of $4 million. Each CEO qualifies for the CEO Summit based on individual combined production of $20 million.

Follow-up webinar with Cody Foster

If you missed Cody’s follow-up webinar, rewatch for information both you and your team need to know, including:

  • The brand new training events on the 2019 calendar that you don’t want to miss
  • How the enhanced AE Portal will save you time and resources
  • AE’s newest turnkey client lunch-‘n’-learns and how they will effectively help bring value to your existing clients and referrals throughout the year
  • Key next steps for offices looking to begin offering Medicare Supplements to clients
  • Where to find our newest, innovative prospecting resources

Session Takeaways

Presentations will be available next week on iAdvisor.


Peyton Manning

At The WSOS 2019, former NFL all-star and Super Bowl Champion Peyton Manning shared some of the wisdom and lessons he’s learned during his impressive career. Check out the key takeaways he shared from the stage.


John O'Leary: On Fire

So many of you enjoyed John’s presentation that he ran out of books to sell in Phoenix. Purchase your very own copy of “On Fire: The 7 Choices to Ignite Your Radically Inspired Life” at an AE discount here.


Michael Lennington: The 12-Week Year

Love Michael Lennington's presentation at The WSOS? Then you won't want to miss getting started on your 12 Week Year journey!

(You will need to scroll down to enter your information to receive your "Getting Started Course" instantly.)

Feeling Lucky?

Check out where we’re headed for The World Series of Sales in 2020.


Thank you again for an unbelievable time in Phoenix. We can’t wait to see what you accomplish as you redefine what’s possible in 2019!