Self-Funding in 3 Easy Steps Logo
Terri White

Terri White

Director of Marketing at Roundstone

Chad Buskirk

Chad Buskirk

Chief Financial Officer at Roundstone

Lisa Kerr

Lisa Kerr

Bywater Sales and Onboarding Manager at Bywater

Webinar Series: Self-Funding in 3 Easy Pieces

Budgeting Basics for a Self-Funded Health Plan

Now On Demand

One of the biggest areas of confusion with having a self-funded health plan vs fully insured coverage deals with cash flow and budgeting. Attend this session and get clarity.

We’ll discuss budgeting best practices for a self-funded plan, including the three types of funding models available, depending on your cash flow requirements. You’ll understand the difference between fixed and variable costs. You’ll see how to set up and manage your banking environment, and how the group captive works to protect you from volatility.

Our speakers will be Director of Marketing Terri White, Chief Financial Officer Chad Buskirk, and Bywater Sales and Onboarding Manager Lisa Kerr. 

You should attend this webinar if you are a business owner, CFO, Employee Benefits Manager, or Benefits Advisor who wants to better understand how to budget for a self-funded plan while also learning all of the cash flow advantages it can bring to an organization. 

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Roundstone is an innovative insurance organization founded in 2003 with a vision of giving small and mid-sized businesses a proven strategy and solutions for affordable health insurance for their employees – paying only for the healthcare they use while keeping the savings. We focus on the development, underwriting and servicing of captive insurance programs. Our unique self-funding solution delivers high quality of care, mitigates risks, reduces claims volatility, controls costs, and returns savings right back to the employers – a win-win all around. Hundreds of businesses rely on Roundstone as their trusted health insurance provider, saving them an average of 20 percent annually over the past decade. Roundstone is headquartered in Lakewood, Ohio with representatives throughout the United States.

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