Close

Unlock Captive Strategy Success – Lessons from Leading Advisors ​

Seize new growth opportunities with the self-funded captive model. ​

  • Advisors who transition clients to self-funding gain a competitive advantage, but navigating the shift can be challenging.
  • Hear directly from advisors who have successfully guided clients through the transition to a captive model.  

Meet The Speakers

Rob Final

Rob Hamilton

EVP of Sales at Roundstone

Helen Final

Bridget Fazzolara

Chief Strategy Officer, Salus Group

Ben Final

Ben Rowland

Producer at INSURICA