Level-Funding versus Self-Funding

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About this Course

You may have come across a wide variety of terms while researching methods of funding health insurance. “Captive” models and “captive” insurance refer to the group self-funded plans Roundstone offers. “Level-funded” plans are NOT the same as these self-funded plans. Why not?

In this course, we’ll discuss the difference between level-funded and self-funded methods. We will not only highlight the differences between the two but why those differences are important to your clients.

To track your progress, you’ll earn course credits for each lesson you complete in Roundstone University. To earn your course credit badge, answer at least 6 of the 8 (75%) quiz questions correctly. A quiz can be retaken if you make a mistake. Your course credit badges will be displayed on your profile, and friends can see which ones you’ve earned!

Please download these materials to assist your learning throughout this course:

(1) Level-Funding versus Self-Funding Notebook