Alliance Mission

The mission of The Economic Alliance of Business Executives is to provide the information, services, and support business owners and executives need to achieve financial freedom and lead lives of personal significance.

To accomplish this, the Association will:

• Sponsor continuation of the 35-year Economic Research Project ™.
  
  
• Sponsor economic education seminars for business owners and executives reporting findings of the Economic Research Project ™.
  
  
• Quantify capital accumulation and capital distribution planning strategies developed from the Research Project in personalized annual written plans providing planning information to Alliance members that maximizes the efficiency, control, and safety of the conversion of their earnings to savings in the capital accumulation phase of their economic life cycles, and maximizes the efficiency, control and safety of the conversion of their savings to spending and gifting during the capital distribution phase of their economic life cycles.
  
  
• Recruit, train and coach financial services professionals to develop careers serving Alliance members as Alliance Executive Financial Consultants¬Æ who place Alliance recommended financial services and products within Alliance members' capital accumulation and capital distribution structures.
  
  
• Recruit, train and coach executives to serve other Alliance members as Membership Services Financial Coaches presenting findings of the Executives' Economic Research Project to business groups and encouraging Alliance membership participation
  
  
• Work with business and trade associations to provide education and planning memberships to business owner/executive members.
  
  
• Consult with financial services companies such as banks, insurance companies, investment advisors and pension design and administration companies that manufacture financial services and products to develop specially designed products and services required by Alliance members to achieve their goals of financial independence and personal significance with maximum efficiency during both the capital accumulation and distribution phase of their economic life cycle.
  
  
• Consult with brokerage organizations, independent marketing organizations and captive agent distribution systems contracted with financial services companies to encourage them to become Endorsed Provider Organizations for Alliance members. The Alliance assists Endorsed Provider Organizations with recruiting, training and managing brokers' and agents' careers. The Alliance trains and coaches qualified brokers and agents contracted with these brokerage and agency sales organizations to become Alliance certified Executives' Financial Consultants who place Alliance recommended financial services and products within Alliance membersí capital accumulation and capital distribution structures.