Solutions for Healthcare Professionals - Popular Private Client

We offer solutions for healthcare professionals to protect the strength of your investments, the financial legacy of your family, and the life of your practice.

Popular Private Client Solutions for Healthcare Professionals4

Concierge Banking

  • Financial planning
  • Investment services1
  • Retirement planning

Your Private Banker is your single point of contact for day-to-day management of your banking needs and investments.

Mortgage Services 3

  • First-time home purchases
  • Mortgage loan refinancing
  • Home equity lines of credit

Whether you need a jumbo or conventional mortgage, or flexibility in certain ownership structures, your Private Banker partners with dedicated Mortgage Advisors to identify the best solutions for your needs.

Trust Services and Estate Planning 2

  • Irrevocable Life Insurance Trust (ILIT)
  • Trust and Will reviews
  • Asset protection strategies

Choose the way your wealth and legacy is preserved, ensuring security for your family.

Business Succession Planning 1

  • Buy-Sell agreements
  • Key Man insurance
  • Captive insurance

Protect yourself against sudden injury, loss or retirement to secure the longevity of your practice.
1

Broker Check by FINRA

Securities and advisory services are offered through Osaic Institutions, Inc. (“Osaic Institutions”), a registered investment advisor and broker-dealer (Member FINRA / SIPC). Insurance products are offered through Osaic Institutions or by Popular Insurance Agency USA, Inc. (PIAUSA). PIAUSA, also known as PIA US Insurance Agency (PIAUS), is a wholly owned subsidiary of Popular Bank, a New York state-chartered financial institution. Osaic Institutions or its affiliates are separate entities from and are not affiliated with PIAUSA, PIAUS, Popular Investments, or Popular Bank. “Popular Investments” is a registered service mark.

When registered representatives offer products and services under the Popular Investments name, they are doing so as insurance agents or registered representatives of Osaic Institutions, or as insurance agents of PIAUSA. Osaic Institutions registered representatives are also employees of Popular Bank. Popular Bank and PIAUSA are not registered as a broker-dealer or an investment adviser. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of, nor guaranteed or insured by, any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value. If applicable, please request a prospectus as it contains more complete product information — including risk, fees, and expenses — and should be read carefully before investing.

2Popular Trust Services is a Trust Representative Office of National Advisors Trust Company. Popular Trust Services is a business unit of Popular Bank. Popular Bank and National Advisors Trust Company are not affiliated. Trust and custodial services are made available through National Advisors Trust Company. Popular Bank and/or its subsidiaries and affiliates are not engaged in rendering legal, accounting or tax advice. If legal, accounting, or tax assistance is required, the services of a competent professional should be sought. Please consult with your accountant, attorney and/or tax advisor for specific guidance.

3All loans are subject to credit review and approval.

4Popular Bank is a Member FDIC institution. Your deposits are insured up to $250,000 per depositor. You may qualify for more than $250,000 in coverage if you hold deposits in different account ownership categories. For more information, please refer to: www.fdic.gov.

NMLS ID # 417584

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