Beyond the Comfort Zone: Why Forward-Thinking Advisors Recommend Captives
ON DEMAND
This webcast is now available on demand.To view the webcast, register here.
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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
Speakers:
Mike Schroeder is the President and Founder of Roundstone, a national leader in self- funded health insurance solutions for small and midsize businesses. With over two decades of experience launching and scaling innovative insurance ventures, he is a recognized authority on cost-containment strategies and healthcare financing reform. Schroeder was named an Entrepreneur Of The Year® 2022 Award Finalist, and under his leadership, Roundstone has earned national acclaim for its growth and workplace culture, including multiple appearances on the Inc. 5000 list and Top Workplaces awards.
Rob Hamilton is the Executive Vice President of Sales at Roundstone Insurance, where he leads a high-performing team focused on helping small to midsize businesses save money and gain control of their health insurance through self-funded group medical captives. With over 25 years of experience in sales leadership and channel management across various industries, Rob brings a unique blend of expertise and strategic insight to every client's engagement. His approach emphasizes team chemistry, collaboration, and customized solutions that align with employer goals and budgets.
Questions? Please email: [email protected]