The Distribution Explained

Surplus to Success – Real Client, Real Savings with Roundstone

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In the first part of the Distribution Webinar series, we discussed the unique strategies, best practices, and core philosophies that have allowed Roundstone to distribute over $91.8 million in surplus to captive participants since its inception. In this second part, we will highlight an in-force client who has gone through the distribution process firthand. He will share his journey with Roundstone, discuss his experiences with distribution, and outline the steps he has taken to achieve significant cost savings.

Join Rob Hamilton, EVP of Sales at Roundstone and Mark Miller, President of LD Management, as they delve into how Roundstone has facilitated positive financial outcomes for LD Managment.

Here’s What You’ll Learn:

  • Understanding Distribution: Explore Roundstone’s financial strategies that enable surplus distributions.  

  • Real Insights: Gain valuable perspective from an in-force client on receiving distributions and maximizing savings. 
     
  • Actionable Strategies: Discover best practices for optimizing your organization’s participation in a Roundstone captive to achieve maximum financial benefits. 

     

  • FAQs: Get answers to all your questions.  

Presenters

Rob Hamilton Circle Headshot

Rob Hamilton

Executive VP of Sales at Roundstone

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Jen Trudel

Strategic Relationship Manager at Roundstone

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Mark Miller

President at LD Management

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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.

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