In this advisor-led session, hear from 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.
LENGTH
45 Minutes
What You’ll Learn
What defines first-year captive success and how to measure it beyond renewal
How stop-loss performance, plan design, and claims activity impact financial outcomes
What top-performing employers do differently and the common pitfalls to avoid
Now On Demand
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Meet The Speakers
Rob Hamilton
EVP of Sales at Roundstone
Ashley Hughes
VP, Client Strategy & Alternative Risk Solutions at Swift Kennedy & Associates, Inc
Hunter Kinchen
VP, Employee Benefits Consultant at Higginbotham
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