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THE DISTRIBUTION EXPLAINED

Surplus to Success – Real Client, Real Savings with Roundstone

In the first part of the Distribution Webinar series, we discussed the unique strategies, best practices, and core philosophies that have allowed Roundstone to distribute over $91.8 million in surplus to captive participants since its inception. In this second part, we will highlight an in-force client who has gone through the distribution process firthand. He will share his journey with Roundstone, discuss his experiences with distribution, and outline the steps he has taken to achieve significant cost savings.