Roundstone Captive Academy is a hands-on experience for growth-minded producers ready to break out of the benefits status quo. Master one of the industry’s most powerful funding strategies and accelerate your career.
With roughly 12 million commercial members leaving their current plans by 2030 for more innovative alternatives — you’re getting a serious advantage in a competitive market. From understanding how the model works to navigating conversations with CFOs, we’ll equip you with the real-world insights and tools to confidently lead with a smarter self-funded option.
This isn’t your average insurance workshop. It’s built for advisors and account managers like you — ambitious, curious, and ready to win.
To help us with planning your trip and personalizing your event experience, we will need the following information:
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