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RESOURCES

Explore helpful resources, including events, webinars, case studies, fact sheets, press releases, and more.

Webinars & Events

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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
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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
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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
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The Distribution Explained

How Roundstone Has Delivered $91.8 Million
in Surplus Back to Employer Clients
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.
Watch On Demand

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