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:
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09/04/2026
Is your Medicare card missing or looking a little worse for wear? No problem! This article will help you replace your lost, stolen, or damaged card. Read more here:
Replacing Your Medicare Card Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
09/04/2026
Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.
Monthly Market Insights | September 2026 Monthly Market Insights | September 2026 U.S. and Canadian Markets Renewed enthusiasm for AI pushed stocks higher in August as investors looked past mixed economic signals. The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial...
09/03/2026
How do you handle your estate if you have a blended family? Here are a few things you should consider. Read more.
3 Estate Challenges for Blended Families This article will help your clients with blended families think and prepare their estate strategy.
09/02/2026
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
Tax Rules When Selling Your Home The tax rules governing profits you realize from the sale of your home have changed in recent years.
09/01/2026
Can group and private disability policies work together?
Can Group, Private Disability Policies Work Together? Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
08/31/2026
Learn the language of life insurance.
Term vs. Permanent Life Insurance When considering life insurance, it's important to understand your options.
08/29/2026
New legislation brings significant changes to tax brackets, deductions, and credits — some permanent, some temporary. From tips and overtime to child credits and estate exemptions, here's what you need to know about the One Big Beautiful Bill Act.
2026 Tax Law Changes The One Big Beautiful Bill is now law. Here's a clear breakdown of what changed, what's temporary, and what it means for you.
08/28/2026
Whether you have life insurance through work, are retired, or raising a family, it pays to know the truth about life insurance coverage.
Life Insurance Myths: Debunked Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.
08/27/2026
It isn't whether you should have auto insurance - it's what kind you should have.
The ABC’s of Auto Insurance What kind of auto insurance should you have? Do you know?
08/26/2026
Embrace the new digital era and ensure careful ownership, management, and estate strategy for your intellectual property.
Intellectual Property Rocks in a New Digital Era Intellectual property ownership and its implications for ordinary people and estates.
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