BENEFIT ADVISOR RESOURCES

Welcome to your Game Plan! In between MCF sessions or here a little early? On this page, you’ll find some of our best resources for benefits advisors like you! Watch videos, download resource sheets, or sign up to become a Roundstone University beta user- our new platform launches this summer!

4-Ways-Employee-Benefit-Advisors-Can-Grow-and-Retain-Business_612x792

4 Ways Employee Benefit Advisors Can Grow
Retain Business Article

6-Things-Benefit-Advisors-Should-Know_612x792

6 Things Benefits
Advisors Should
Know Article

How-Benefit-Advisors-Can-Prepare-for-Renewal-Season_612x792

How Benefit Advisors
Can Prepare for
Renewal Season Article

The Roundstone Difference_612x792

The Roundstone
Difference

Medical Captive FAQs_612x792

Medical Captive:
FAQs

Roundstone’s Captive Funding_612x792

Roundstone's
Captive Funding

MORE FROM ROUNDSTONE

Now Introducing RU 2.0!!!

Roundstone University allows benefit advisors to enhance their insurance education to explain the value of captive medical insurance and self-funding programs to businesses, non-profit organizations and associations. In our competitive market, if you’re not bringing new ideas to your clients..someone else is. Whether these programs become your door-opener or a way to retain your book of business, learn more about captive medical insurance so you can differentiate your approach.

Why Choose a Captive?

Whether captives become your door-opener or retention tool, learn more about captive health insurance so you can help employers change their approach to healthcare.

© 2021 Roundstone. All rights reserved.

We're looking for beta users

Be the First to Experience RU 2.0

More details to follow soon!

Roundstone Insurance blue icon

We've got
time to chat!