
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.
We are a health benefits captive providing self-funded solutions to small and mid-sized employers. Our self-funded medical group captive bands employers together to fund their benefits the way much larger Fortune 500 companies do.

In this advisor-led session, employers and advisors alike will hear from three experienced advisors on what separates high-performing captive members from those that struggle early on. From navigating stop-loss dynamics and strengthening plan performance to implementing effective cost containment and plan design strategies, this conversation will focus on what moves the needle in year one—and the common missteps that can undermine results.
DATE
Thursday, May 21, 2026
TIME
2:00 PM EST
What You’ll Learn
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Meet The Speakers

EVP of Sales at Roundstone

VP, Client Strategy & Alternative Risk Solutions at Swift Kennedy & Associates, Inc

VP, Employee Benefits Consultant, Higginbotham
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