Client Resources

Roundstone Insurance

ON DEMAND WEBINAR

Unlock Captive Strategy Success – Lessons from Leading Advisors 

Seize new growth opportunities with the self-funded captive model. 

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Is Your Benefits Strategy Differentiating You from the Competition?

Advisors who transition clients to self-funding gain a competitive advantage, but navigating the shift can be challenging.

Join this exclusive RU Masterclass to hear directly from top-performing advisors who have successfully guided clients through the transition to a captive model.  

Webinar Length

45 Minutes

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Meet The Speakers

Rob Hamilton

EVP of Sales at Roundstone

Bridget Fazzolara

Chief Strategy Officer, Salus Group

Ben Rowland

Producer at INSURICA

What You’ll Gain

  • Benefits of Self-Funding with Roundstone vs. Other Models
  • Real-World Success Stories from Advisors
  • Streamline the Self-Funding Transition
  • Best Practices for Advisors to Guide Clients Through Transition
  • How the Captive Model Improves Cost Control
Have a question about group captive insurance? Ask me anything.