Are your finances as healthy as they could be? Take this brief quiz to find out.


1) I have updated my will within the past 12 months.
2) I’ve recently taken advantage of the unprecedented low mortgage interest rates.
3) Managing my finances never interferes with taking care of my patients.
4) I know my banker’s first name and feel comfortable calling him/her anytime I need expert advice.
5) I know everything I need to know about Treasury Banking services and how they could benefit my practice.
6) Doing business with a top-rated bank is important to me.


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