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

Join Roundstone President & Founder Michael Schroeder and EVP of Sales Rob Hamilton as they explore why more small and mid-sized employers are leaving fully-insured and level-funded plans for self-insured captives.

Building on recent McKinsey insights, we’ll examine how shifting to innovative funding models can unlock meaningful savings and improved benefits experiences. You’ll also discover why a simple 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.

What You’ll Learn:

• Market Shifts: How changes in the benefits landscape are driving employers toward captives.
• The PEPY Gap: Why knowing your per-employee-per-year cost is critical—and how most leaders miss it.
• Advisor Advantage: How to help clients beat average PEPY by thousands using a captive strategy.
• Competitive Edge: Positioning your advisory practice as a forward-thinking, cost-saving partner.
• Advisor Learning Resources: How to tap into Roundstone’s robust education engine to power your captive expertise and client success.

If you’re ready to guide clients beyond the comfort zone toward more innovative, cost-efficient plan design, this webcast will give you the insights to lead the way.