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Embracing on a Bench

WELCOME

BROKERAGE was founded to connect health, independence, and community. We desire to empower individuals to shape not just their future, but the freedom, dignity, and joy that define a life well lived.

What is BROKERAGE?

Aging is certain, but it doesn’t have to be confusing. BROKERAGE brings clarity with expert guidance, curated resources for seniors and caregivers, and guided online courses that can help with challenges like sleep, memory, independence, home care, etc. 

01

Sign up for a member account so that you can access our member-only content.

02

Fill out our Member Questionnaire (so we know more about your needs!) 

03

Explore our 6 areas of content & related resources

04

Read, plan, discover and download resources.

Read. Plan. Discover.

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AGING ESSENTIALS
Comforting Hands
CAREGIVING SUPPORT
Aerial View of Curved Road
PLANNING FOR LONGEVITY
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COMMUNITY & ADVOCACY
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LIVING WELL
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BROKERAGE LIBRARY

New to the blog

BROKERAGE Calendar

Reading at Home

Seniors

Ready to start investing in your longevity? Explore our BROKERAGE Library for helpful resources, guides, and readings. 

Walking Aid

Caregivers

Looking for a resource to help out you and your loved one? Check out our Caregiving Support page for downloadable resources such as activity schedules, conversation guides, and emergency preparation reminders. 

Stay in the know!

Join our email list and get updates about exclusive content created for our clients.

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ABOUT US

BROKERAGE exists to bring clarity. We cut through the noise by combining the science of longevity, the insights of gerontology, and the expertise of wealth management to help you age with intention. Guided by a doctor of gerontology, our resources are curated and organized so you always know where to turn for strategies that fit your life.

FIND 
COMMUNITY

We bring together people who want to age with clarity and confidence, creating space to exchange ideas, learn from experts, and grow alongside others who value intentional living. Guided by research and rooted in real connection, this is where knowledge meets belonging, so you never have to navigate the future alone.

Follow Us @brokerageinsights

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QUESTIONS? GET IN TOUCH

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STAY IN THE KNOW

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