UPAL - Utica Physicians Association, Ltd.

UPAL - Utica Physicians Association, Ltd. UPAL has a long history of providing financial services to health care professionals, but UPAL's offerings are not limited to the healthcare industry.

UPAL was founded in 1985 by five Tulsa physicians. The forethought and vision of these physicians manifested itself in the form of a business cooperative which would collectively develop programs and services to drive down business overhead and personal costs. Today, the Association has nearly 800 healthcare professional members in 18 states and provides a myriad of benefits such as:

*Financial s

ervices (including retirement plans, investment management, estate planning, wealth management, banking and IRA services);

*Group purchasing solutions (including insurance products, office supplies, accounting services, med‐surg supplies, office equipment and more).

Learn more about whether you need to pay estimated taxes.
05/30/2026

Learn more about whether you need to pay estimated taxes.

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax ba...
05/29/2026

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax based on your income level.

Estimate how much of your Social Security benefit may be subject to federal income tax.

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.
05/28/2026

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.

A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing yo...
05/27/2026

A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate.

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

An ILIT could play a role in your estate strategy.
05/26/2026

An ILIT could play a role in your estate strategy.

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Do you have intellectual property? Have you incorporated it into your estate strategy? Read more about how you might inc...
05/25/2026

Do you have intellectual property? Have you incorporated it into your estate strategy? Read more about how you might incorporate your IP into your estate strategy in this detailed article.

Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.

Benefit. Premium. Policyholder. Learn the language before evaluating your options.
05/23/2026

Benefit. Premium. Policyholder. Learn the language before evaluating your options.

Term insurance is the simplest form of life insurance. Here's how it works.

The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks?
05/22/2026

The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks?

Building wealth requires protection from the forces of wealth destruction.

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a dis...
05/21/2026

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a disability affected your income.

See how long your current savings might last if a disability interrupted your income.

What would happen to your loved ones if you were gone? Make financial preparations today.
05/20/2026

What would happen to your loved ones if you were gone? Make financial preparations today.

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

Address

6840 S Trenton Avenue
Tulsa, OK
74136

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Website

http://www.linkedin.com/company/upal/, https://twitter.com/UticaPhysicians, https://plus.google.co

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