Expanding the Reach of Fraternal Benefit Societies Through Technology and Advocacy With Kate Shafer

Kate Shafer is the Director of Member Engagement & Communications at the American Fraternal Alliance, a nonprofit that supports fraternal benefit societies across the US and Canada by offering advocacy, education, and financial services to over seven million members. In her role, she leads initiatives to enhance member engagement, communications, and programming across the Alliance’s network. Kate plays a key part in organizing signature events like the Spring Symposium, which focuses on member engagement, digital transformation, and governance.

In this episode…

Fraternal benefit societies have quietly served millions for generations, blending life insurance with a mission to build stronger communities. But in an increasingly digital world, these purpose-driven organizations face a crucial challenge: staying relevant while remaining true to their roots. So how can fraternal societies expand their reach and impact in today's fast-changing financial landscape?

According to Kate Shafer, a passionate advocate for community-driven insurance, the key lies in modernizing distribution and strengthening cross-sector partnerships. She highlights how fraternal societies are shedding outdated perceptions, embracing digital tools, and evolving beyond captive models to engage independent advisors. This transformation is unlocking new opportunities for growth, connection, and accessibility. From digitized member portals to cross-industry collaboration, Kate emphasizes that technology and advocacy together can help fraternal organizations thrive while honoring their founding values.

In this episode of the Advisor Today podcast, Chris Gandy and Zack Huels sit down with Kate Shafer, Director of Member Engagement & Communications at the American Fraternal Alliance, to discuss expanding the reach of fraternal benefit societies through digital innovation and government advocacy. They explore how awareness gaps are being closed, why collaboration with advisors is essential, and how younger generations are entering the space.