The Branch By Oliveira

The Branch By Oliveira Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from The Branch By Oliveira, Financial service, 83 South Rose Street Suite B, East Providence, RI.

What kind of financial legacy will you leave? Life insurance isn’t just about today — it’s about building generational w...
05/29/2026

What kind of financial legacy will you leave? Life insurance isn’t just about today — it’s about building generational wealth.

A life insurance policy can:
✔ Provide for your loved ones
✔ Cover final expenses
✔ Fund a charitable cause

Fact: 72% of Americans overestimate the true cost of a basic term life insurance policy, making them hesitant to purchase it. (@ LIMRA Securing the future)

If you could leave a financial gift to your family or community, what would it be? Let’s talk below!

SOURCE: https://ow.ly/waUU50W8zAA, June 15, 2024

A major retirement mistake? Forgetting to plan for long-term care (LTC).LTC protection can help sheild your savings and ...
05/13/2026

A major retirement mistake? Forgetting to plan for long-term care (LTC).

LTC protection can help sheild your savings and give you control over your future needs.

Fact: 64% of consumers acknowledge that LTC planning is a priority, but only 33% feel confident in their plans. ( Consumer Study)

Do you know someone who had to use their savings for long-term care? Share your experience below.

SOURCE: https://ow.ly/qm2J50W8zvT

Financial independence isn’t about luck — it’s about a strategy.Key elements of financial freedom:✔ Smart budgeting✔ Ins...
04/29/2026

Financial independence isn’t about luck — it’s about a strategy.

Key elements of financial freedom:

✔ Smart budgeting
✔ Insurance protection
✔ Long-term investing

Fact: Only 36% of Americans have a written financial strategy. (@2024 Schwab Modern Wealth Survey)

What’s one financial goal you’re working toward? Let’s hear it in the comments!

SOURCE: 2024 Schwab Modern Wealth Survey Shows Increasing Financial Confidence From Generation to Generation and Younger Americans Investing at an Earlier Age, 06/12/2024

Life insurance is more than protection — it can be a financial tool!Certain policies, like whole life insurance, can bui...
04/20/2026

Life insurance is more than protection — it can be a financial tool!

Certain policies, like whole life insurance, can build cash value over time, even offering a potential source of tax-advantaged funds for future needs.

Fact: Almost two thirds (62%) of life insurance owners report that they feel financially secure compared to a statistically significant difference of 46 percent of non-owners. (@ Generational Shift)

Would you rather have a financial safety net or risk the unknown? Let’s discuss below.

SOURCE: LIMRA 2024 Insurance Barometer Study – Report 1: The Generational Shift Has Arrived – The Path Forward for Life Insurers – Page 23

Insurance premiums increase with age. The best time to get coverage? NOW.Fact: A healthy 35 year old male pays 80% less ...
04/08/2026

Insurance premiums increase with age. The best time to get coverage? NOW.

Fact: A healthy 35 year old male pays 80% less than a healthy 55year old male for the same coverage. ( Watch Guides)

If you could give your younger self one piece of financial advice, what would it be? Let’s hear it. Comment below!

SOURCE: https://ow.ly/VkJs50W8zr0
calculated using the chart comparison for male age 35vs55 for $500K in term coverage

3 simple steps to get started:✔ Assess your current financial situation✔ Meet with a financial professional✔ Secure your...
04/03/2026

3 simple steps to get started:
✔ Assess your current financial situation
✔ Meet with a financial professional
✔ Secure your future with life insurance and long-term care protection

Fact: People with a financial strategy feel 3x more confident about their future. ( Sachs Retirement Survey & Insights Report, 2024)

What’s one financial goal you’ll commit to this year? Drop it in the comments!

SOURCE: https://ow.ly/hi5U50W8zR2, Sept. 2024

How much life insurance is enough? A common mistake is underestimating how much coverage your family needs.Key factors t...
04/01/2026

How much life insurance is enough? A common mistake is underestimating how much coverage your family needs.

Key factors to consider:
✔ Mortgage and debts
✔ Income replacement
✔ Future education costs

A common recommended life insurance coverage is 10-15x your annual income.

Have you reviewed your life insurance needs recently? Let’s see in the comments.

Women and financial services: The time is now!Fact: Women typically live longer than men, but can they afford it? ( Reti...
03/30/2026

Women and financial services: The time is now!

Fact: Women typically live longer than men, but can they afford it? ( Retirement Insights)

What’s one financial tip you’d give to the next generation of women? Share your thoughts!

SOURCE: https://ow.ly/yOW950W8zOm, Jan. 21, 2025

Emergency preparedness — Insurance is key Life happens. Are you financially prepared for the unexpected?An emergency fun...
03/30/2026

Emergency preparedness — Insurance is key

Life happens. Are you financially prepared for the unexpected?

An emergency fund is important, but insurance can ensure that major life events — illness, disability or death — won’t derail your financial future.

Fact: Nearly 4 out of 10 American adults indicate they can’t pay an unexpected $400 bill without having to carry a balance on their credit card or borrow money from friends, family, or the bank. ( Security Administration)

What’s the best financial advice you’ve ever received? Share it below!

SOURCE: Federal Reserve, Report on Economic Well-Being of U.S. Households in 2023 – May 2024. https://ow.ly/3Shm50W8zmZ Figure 21.

Business owners: Are you prepared?Business owners, your company’s future depends on smart preparation. Business protecti...
03/26/2026

Business owners: Are you prepared?

Business owners, your company’s future depends on smart preparation.

Business protection strategies:
✔ Key person insurance
✔ Buy-sell agreements
✔ Executive bonus plans

Fact: Nearly two-thirds of family businesses don’t have a succession plan*, risking financial instability. ( planning statistics in 2024: preserving a legacy)

If something happened to you, would your business survive? Let’s discuss below.

SOURCE: https://ow.ly/ror250W8zJo, Dec. 22, 2023

Address

83 South Rose Street Suite B
East Providence, RI

Telephone

+14014654113

Website

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