NOW AVAILABLE TO WATCH ON DEMAND

Empowering Your Clients: Unlocking the Secrets to Self-Funding Success

A Conversation with Dave Chase and Mike Schroeder

Don’t miss this insightful session with two industry leaders!

They'll be discussing:

The Power of Self-Funding: Understand why self-funding is the foundational step towards an effective health plan and how it can benefit your clients.

Critical Client Questions: Learn the important questions to ask your clients to ensure their self-funded health plan is being executed to its fullest potential.

Hidden Fees: Discover the 5 areas where hidden fees commonly lurk and how to identify them.

Transparency in Partnerships: Ensure you are working with partners who are transparent about all fees, providing your clients with the clarity and trust they need.

Watch On Demand Now!

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In today’s competitive landscape, employers are increasingly seeking ways to create and maintain effective health plans for their employees. As a benefits advisor, your clients’ success hinges on more than simply selecting the best funding strategy or achieving excellent plan design. It’s also about effective plan management – knowing the right questions to ask, where to look for hidden fees, and how to choose the right partners.

Roundstone’s EVP of Sales, Rob Hamilton will guide this essential conversation between Health Rosetta Founder & CEO, Dave Chase, and Roundstone Founder & President, Mike Schroeder, as they discuss critical strategies for benefits advisors to help their clients unlock the full potential of their self-funded health plans.

Meet the Speakers

Roundstone is an innovative employee health benefits company. We help small and midsize organizations offer competitive benefits at a lower cost by self-funding health insurance through our group medical captive. The Roundstone Captive enables companies to self-insure safely by pooling hundreds of employers together to share risk and save money. With easy onboarding and personalized support every step of the way, the Captive offers control, flexibility, transparency, and returns all savings back to employers where they belong. We believe in always aligning with the employers’ best interests and remaining committed to our mission – quality, affordable healthcare, and a better life for all.