Roundstone recognizes and appreciates the important role benefits advisors play — that’s why we only operate through our network of trusted advisors.
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.
You and a guest are invited to join us at our annual Roundstone Captive Summit, an educational event with workshops and open discussion, designed to help our most promising advisor partners succeed with Roundstone.
You and a guest are invited to join us at our annual Roundstone Captive Summit, an educational event with workshops and open discussion, designed to help our most promising advisor partners succeed with Roundstone.
Gain insider perspective from the team leading one of the industry’s most efficient captives. We’ll dive into real market performance, share what’s driving success in today’s stop-loss landscape, and collaborate on strategies to deliver superior health benefits outcomes for your clients.
The Competitive Landscape
Overcoming Objections
Marketing Opportunities
Customer Experience Enhancement
Cost Containment
Roundtable Discussions
4:30 PM – 6:00 PM
Arrive and Check-In at Royal Palms Resort and Spa
6:00 PM – 9:00 PM
Evening Welcome Reception and Dinner with Roundstone Team
8:30 PM – 5:15 PM
Roundstone Captive Summit
6:30 PM – 9:00 PM
Happy Hour and Group Dinner
7:30 AM – 3:00 PM
Leisure Activity of Your Choice: Spa, Hiking, or Waste Management Phoenix Open
11:00 AM
Check-Out of Royal Palms Resort and Spa
We’re honored to host you and your guest at the Roundstone Captive Summit. Roundstone will cover your:
To help us with planning your trip and personalizing your event experience, we will need the following information:
