Mission and Shared Values MISSION STATEMENT The American Fraternal Alliance strengthens and supports its members and the fraternal benefit sector of the financial services industry by its leadership in advocacy, policy, information, education and member services. Advocacy and Policy: The Alliance develops policy positions that promote fair and effective competition and allow fraternal benefit societies the opportunity to fulfill their financial services and community services missions. The Alliance delivers results-oriented advocacy of members’ interests on key state and federal legislative and regulatory issues, and consistently and clearly communicates the value of the fraternal business model to members, policymakers, and consumers. Information, Education and Member Services: The Alliance provides members meaningful education, information, networking and knowledge-sharing opportunities. The Alliance offers products, services and programs that allow members to operate their organizations more effectively and efficiently. SHARED VALUES The Alliance values the fraternal model: Fraternal insurers provide a successful, stable, and member-focused organizational structure that provides valuable benefits to members; cost effective financial and volunteer support to individuals, organizations, and communities who need it most; and a distinct and important alternative to the commercial life insurance marketplace. The Alliance values member involvement and interaction: The fraternal industry and this Alliance cannot achieve their potential without the active involvement of competent and committed volunteers. The Alliance is committed to providing its member society staff and volunteer leadership with opportunities to build mutually beneficial long-term relationships through knowledge sharing and common experiences. The Alliance values collaboration with industry, policymakers, and non-profit community service organizations:Whenever possible, the Alliance seeks to work with organizations representing the financial services industry, state and federal policymakers, and non-profit community service organizations to achieve common goals. The Alliance values highly effective and efficient operations: The Alliance strives to make membership in the organization cost-effective and valuable to all sizes of fraternal societies by combining a high quality staff, proven technology, and a focused and issue-oriented approach to advocacy and public policy initiatives, with a funding philosophy that relies on dues and non-dues sources of revenue. The Alliance values fairness and opportunity in governance: The Alliance Board and its committees are open to and composed of individuals from societies that accurately represent the diversity of the Alliance. Every Board and committee member has an equal voice.