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Is Your Benefits Strategy Differentiating You from the Competition?
Advisors who transition clients to self-funding gain a competitive advantage, but navigating the shift can be challenging.
Join this exclusive RU Masterclass to hear directly from top-performing advisors who have successfully guided clients through the transition to a captive model.
Date and Time
April 24, 2025 @ 2PM EST
Webinar Length
45 Minutes
Register Now!
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Meet The Speakers
Rob Hamilton
EVP of Sales at Roundstone
Bridget Fazzolara
Chief Strategy Officer, Salus Group
Ben Rowland
Producer at INSURICA
What You’ll Gain
- Benefits of Self-Funding with Roundstone vs. Other Models
- Real-World Success Stories from Advisors
- Streamline the Self-Funding Transition
- Best Practices for Advisors to Guide Clients Through Transition
- How the Captive Model Improves Cost Control