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Roundstone recognizes and appreciates the important role benefits advisors play — that’s why we only operate through our network of trusted advisors.
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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.
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Explore Learning and Growth Opportunities
Live and On Demand Events
Discover the benefits of self-funding through a captive by attending live events or accessing past sessions.
Upcoming
2026 Medical Captive Forum
Care by Design: Building a Resilient Health Plan
- May 6-7, 2026
- Hyatt Regency - Dallas, TX
On Demand
How to Avoid Costly Stop-Loss Captive Traps in Your Health Plan
Learn how to compare stop–loss captive proposals and avoid common traps.
- 25 Min
Shop Smarter, Save Bigger
A conversation between Roundstone's President & Founder, Michael Schroeder, and CEO & Co-Founder of HealthRosetta, Dave Chase.
- 45 Min
How to Spot a Winning TPA
Learn what to look for when evaluating a TPA's performance and how to identify a winning one.
- 45 Min
On Demand: 2025 Medical Captive Forum
Thanks for joining us in Cleveland! Event recordings are now available on demand to relive the best of MCF.
Friends Don't Let Friends Level-Fund Webinar
Unlock Transparency, Control, and Cost Savings with Captive Self-Funding
- 45 min
Unlock Captive Strategy Success – Lessons from Leading Advisors Webinar
For Advisors looking to seize new growth opportunities with the self-funded captive model.
- 45 min
Health Plan Stop-Loss: Taking Control of Risk and Cashflow Webinar
Protect Your Business from Unpredictable Healthcare Costs
- 45 min
End the Premium Pain: Unlock the Power of Self-Funding Webinar
Enough is enough —stop accepting endless premium hikes. It’s time for a change.
- 45 min