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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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RESOURCES
Explore helpful resources, including events, webinars, case studies, fact sheets, press releases, and more.
Webinars & Events
2025 Roundstone
Medical Captive Forum
April 30 & May 1, 2025 | Cleveland, Ohio
Join us in celebrating the 10th anniversary of this transformative event as it returns to Cleveland. Explore how Roundstone’s Medical Captive Forum has paved the way for empowering employers with cost-effective healthcare solutions and be part of shaping the future of employee benefits.
Register Now
The Distribution Explained
How Partnering with Roundstone
Delivers Client Success
Delivers Client Success
Since its inception, Roundstone has delivered $91.8 million in surplus back to captive participants. In this webinar, you’ll discover the unique strategies, best practices, and core philosophies that enable Roundstone to maintain a financially efficient and consistent captive, resulting in annual cash distributions and guaranteed savings to employer clients.
Register Now
RU Account Manager Workshop
Essential Strategies to Empower and Advocate for Your Clients
We’re excited to invite you to the RU Account Manager Webinar series! This program is designed to equip account managers like you with the key skills necessary to retain and advocate for your clients during this crucial renewal season.
Watch On Demand
Empowering Your Clients: Unlocking
the Secrets to Self-Funding Success
A Conversation with Dave Chase and Mike Schroeder
Roundstone’s EVP of Sales, Rob Hamilton will guide this essential conversation between Health Rosetta Founder & CEO, Dave Chase, and Roundstone Founder & President, Mike Schroeder, as they discuss critical strategies for benefits advisors to help their clients unlock the full potential of their self-funded health plans.
Watch On Demand
News & Views
Digital Downloads
- All
- Case Studies
- Checklists
- eBooks
- Handouts
The CFO’s Guide to Managing Escalating Healthcare Costs
Focused on the financial impact of current trends in the employee benefits market, this eBook explores the ins and outs of self-funding through a group captive solution. Download now to see if a captive is the right choice for your company's healthcare benefits.
