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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

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Health Plan Stop-Loss: Taking Control of Risk and Cashflow

Managing a self-funded health plan comes with financial risk—but the right stop loss coverage puts you in control.

  • Safeguard your business from unexpected high claims.
  • Optimize cashflow while keeping healthcare costs predictable.
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Meet The Speakers

Eddie_Webinar

Eddie Castro

Regional Practice Leader at Roundstone

HannahM_Webinar

Hannah Morris

Manager of Customer Success at Roundstone

Laura_Webinar

Laura Gliha

Stop Loss Claims Team Lead at Roundstone

Maximize Alignment: How Employers Can Take Control of Their Healthcare Costs and Profits

2025 MEDICAL CAPTIVE FORUM • APRIL 30 – MAY 1 • CLEVELAND, OH

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