Client Resources

Roundstone Insurance

ON DEMAND WEBINAR

Unlock Captive Strategy Success – Lessons from Leading Advisors 

Seize new growth opportunities with the self-funded captive model. 

Watch Now

Is Your Benefits Strategy Differentiating You from the Competition?

Advisors who transition clients to self-funding gain a competitive advantage, but navigating the shift can be challenging.

Join this exclusive RU Masterclass to hear directly from top-performing advisors who have successfully guided clients through the transition to a captive model.  

Webinar Length

45 Minutes

Watch Now!

Meet The Speakers

Rob Final

Rob Hamilton

EVP of Sales at Roundstone

Helen Final

Bridget Fazzolara

Chief Strategy Officer, Salus Group

Ben Final

Ben Rowland

Producer at INSURICA

What You’ll Gain

  • Benefits of Self-Funding with Roundstone vs. Other Models
  • Real-World Success Stories from Advisors
  • Streamline the Self-Funding Transition
  • Best Practices for Advisors to Guide Clients Through Transition
  • How the Captive Model Improves Cost Control
Have a question about group captive insurance? Ask me anything.