December 20, 2024 | Category: Insurance
Popular has developed a specialized program to cover the financial needs of healthcare professionals, both in their personal and professional lives. The goal is to facilitate the management of their finances and allow them to dedicate more time to the care of their patients.
"Doctors usually have a complex financial life, with multiple products across several institutions. At Popular, we focus on helping them manage their finances and better organize their resources, so they can maximize their time and concentrate on what really matters: their patients’ health and wellbeing," explains Marla López Martínez, Senior Vice President and Popular One Division Manager.
The program offers a range of services tailored for doctors’ needs. Each healthcare professional will have an assigned representative who will coordinate all their transactions within the bank, thereby avoiding the need to contact multiple areas and facilitating their operations.
Popular also offers financial planning services so that doctors can design a personalized strategy and achieve their financial goals. Through this service, the customer’s needs are analyzed, and a plan is developed to optimize their resources, from the beginning of their career to retirement.
In the commercial field, the program includes auto and equipment financing and leasing, as well as access to investment and retirement products. Additionally, through Popular Risk Services, a subsidiary of Popular Inc., the customer receives a comprehensive review of their insurance to design strategies that aim to protect both their estate and the assets of their medical practices.
Javier Rodríguez Torres, Popular Risk Services President, notes that one of the biggest challenges is the dispersion of policies. "What we have learned is that doctors tend to have policies with different resources. At Popular Risk Services, we centralize their insurance and make sure that each policy is aligned with their needs, avoiding duplications and maximizing coverage under a single personalized insurance program," Rodríguez Torres explains.
A doctor's insurance program is sophisticated. It must include everything from life insurance and medical malpractice insurance to cyber risk insurance essential for data protection. "We are here to protect the doctor's equipment, offices, and their ability to generate income, as well as to provide estate coverage for their family," Rodríguez Torres adds.
Popular reaffirms its commitment to offering relief and well-being to more Puerto Rican families through this program that promotes the retention of medical talent on the island. "We want to be part of the solution, as we have been for the past 131 years," concludes López Martínez. For more information about the financial products and offerings for doctors, you can contact Popular One at 787-281-7272 or via popularone@popular.com.
About Popular Risk Services
Popular Risk Services is the third-largest insurance broker in Puerto Rico, with more than 60 full-time employees and over 90 licensed collaborators throughout the institution at Banco Popular. The division handles more than $500 million in premiums annually, positioning itself as one of the leaders in the insurance brokerage industry.
