Client Resources

Roundstone Insurance

ON DEMAND: WEBINAR

Friends Don't Let Friends Level-Fund

Why the Captive Model Outperforms Level Funding — Every Time

Watch Now

Unlock Transparency, Control, and Cost Savings with Captive Self-Funding

Level funding may seem like a “safe” middle ground, but hidden pitfalls often leave employers stuck with rising costs, unpredictable renewals, and little control.

Join Roundstone and a panel of industry experts to learn why captives offer a smarter, more sustainable solution for long-term benefits success.

Webinar Length

45 Minutes

Watch Now!

Meet The Speakers

Rob Final

Rob Hamilton

EVP of Sales at Roundstone (Moderator)

LIsa Final

Lisa kerr

Sales Development Leader, Bywater

Sam Final

Samuel Walters

Regional Practice Leader, Roundstone

Dave Final

Dave Breudigam

Employee Benefits Strategist, IEN Risk Management Consultants/ Brooker Insurance

What You’ll Gain

  • Learn the Top 10 Hidden Drawbacks of Level-Funding
  • Compare Fully-Insured, Level-Funded, Self-Funded, and Self-Funded within a Captive
  • How Tracking Per Employee Per Year (PEPY) Costs Boosts Transparency and Savings
  • Real-World Insights from an In-force Advisor
  • Explore How Roundstone's Captive Model Gives Employers Greater Ownership and Cost Control
Have a question about group captive insurance? Ask me anything.