Register for Your Free Live Webcast Now:

"Beyond the Comfort Zone: Why Forward-Thinking Advisors Recommend Captives"

Unlock significant savings for your clients. Discover why top advisors guiding clients to captives.

Date: Thursday, October 16, 2025
Time: 2pm ET | 11am PT
Cost: Complimentary

Sponsored by: Roundstone

Are your clients stuck in a cycle of rising premiums with fully-insured or level-funded plans? Join us as we explore how to guide them beyond the comfort zone toward smarter, cost-efficient plan designs with self-insured captives.

As market dynamics shift, small and mid-sized employers are increasingly seeking innovative funding models that unlock meaningful savings and deliver superior benefits experiences.

In this timely webcast, Roundstone President & Founder Michael Schroeder and EVP of Sales Rob Hamilton, examine why employers are making the shift, and will provide advisors with guidance to facilitate those discussions. Building on recent McKinsey insights, they’ll reveal how a simple but powerful metric— PEPY (per employee per year) — is one of the most under-utilized levers in cost strategy, yet surprisingly unknown to most CEOs and CFOs.

You will learn how to:

• Analyze market shifts that are driving employers toward captive insurance
• Leverage the PEPY metric to identify significant cost-saving opportunities
• Help clients beat average PEPY by thousands of dollars using a sound captive strategy
• Position your advisory practice as an innovative, cost-saving partner
• Build your captive expertise through a powerful education engine

REGISTER NOW!

Speakers:

Michael Schroeder | Founder and President | Roundstone Insurance
Rob Hamilton | EVP, Sales | Roundstone Insurance

Offered Free by: BenefitsPRO
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