6 Things Benefits Advisors Should Know

Blog photo – Sept

It’s a challenging time to be a benefits advisor right now, but you are rising to the challenge. With renewal season upon us, many advisors like you are bracing themselves for a calendar full of difficult meetings. How many of your clients’ health insurance renewals will come with a double-digit […]

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The RSU Roundup

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Rah-rah! Roundstone University just finished it’s first quarter! Our eLearning educational platform was designed specifically for advisors to learn more about Roundstone and captive insurance.

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2018 Spring Roundstone Advisors Council


The spring session of the Roundstone Advisors Council (RAC) was held on May 10, following the 2018 Medical Captive Forum, at Roundstone’s office in Lakewood, OH. RAC members had the opportunity to learn the latest on Roundstone’s self-funding solutions, as well as to network with their peers. Feedback from the event […]

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From the Desk of Mike Schroeder


As the 1/1 business draws to a close, I cannot help but recognize the differences in the advisor market. Some appear to sail through the season with confidence, success and plenty of time to enjoy the fall season. Others look, talk and behave as if they are preparing to defend […]

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