Advisor Toolkit
Learn. Engage. Win.
Help your clients win with self-funded captive strategies. Get effective education and quoting resources today.
ADVISORS
Roundstone recognizes and appreciates the important role benefits advisors play — that’s why we only operate through our network of trusted advisors.
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Stay up-to-date with the latest trends and learn about how small to midsize businesses can enjoy the benefits of self funded health insurance.
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Your Edge as an Advisor
The Advisor Toolkit gives you client-ready resources to educate, win proposals, and stand out — plus tools to showcase Roundstone’s captive savings and guide clients with confidence.
Get More Out of Roundstone
When you unlock the toolkit, gain access to:
"Why Roundstone” Materials
A breakdown of the Roundstone difference and our five-year guarantee.
Client Education Content
Discussion guides, FAQ sheets, and a cost comparison vs. Level funding.
Proposal & Quoting Assets
Sample proposals, checklists, and a first-year timeline.
Ongoing Support & Learning
A directory of Regional Practice Leaders and Customer Outcomes Managers.