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Learn Why Friends Don't Let Friends Level-Fund

Unlock Transparency, Control, and Cost Savings with Captive Self-Funding

  • Level funding may seem like a “safe” middle ground, but hidden pitfalls often leave employers stuck with rising costs, unpredictable renewals, and little control.
  • Join Roundstone and a panel of industry experts to learn why captives offer a smarter, more sustainable solution for long-term benefits success.

Meet The Speakers

Rob Final

Rob Hamilton

EVP of Sales at Roundstone (Moderator)

LIsa Final

Lisa Kerr

Sales Development Leader, Bywater

Sam Final

Sam Walters

Regional Practice Leader, Roundstone

Dave Final

Dave Breudigam

Employee Benefits Strategist, IEN Risk Management, Consultants/Broker Insurance