How Client-First Advisors Are Winning with Captives
ON-DEMAND
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In today's competitive landscape, the most successful advisors aren't just selling products; they're delivering superior, measurable solutions to their clients' most pressing challenges. But how can you differentiate your practice and provide truly meaningful value? The answer may lie in a tool that is often misunderstood: captive insurance.
When chosen and positioned correctly, a captive can be a powerful strategy to deliver the transparency, control, and long-term stability your clients demand. It's about shifting the conversation from price to value and demonstrating a deeper commitment to your clients' success.
Join this webcast to explore how a client-first approach with captives is helping top advisors win more business and build stronger relationships, often delivering savings of over 20%.
You will learn:
● How to position captives as a solution for greater client transparency and control.
● How to benchmark plan performance using one clear metric: PEPY (Per Employee Per Year).
● Strategies to overcome common misconceptions and objections surrounding captives.
● Why a client-first approach is essential for long-term stability and success.
● Actionable steps to rethink what "competitive" means and differentiate your practice.
Speakers:
Steve is a Regional Practice Leader at Roundstone, where he covers the Florida, Georgia, Louisiana, and Tennessee Regions. With decades of experience in sales and healthcare he helps advisors and their clients gain access to sophisticated risk-financing strategies, improving cost predictability, transparency, and long-term sustainability.
Jack is a Regional Practice Leader at Roundstone, where he covers the Connecticut, New Jersey, and Pennsylvania region. Jack helps to translate complex healthcare concepts into clear, actionable strategies that drive long-term value for small to mid-sized employers.
Questions? Please email: [email protected]