Guiding You Through Medicare and Life Insurance Decisions.

Welcome to Your Trusted Insurance Advisor, where I specialize in helping individuals aged 65 and over navigate their Medicare and life insurance options. My goal is to provide a friendly, supportive environment where you can feel confidant in your choices.

My approach

As Your Trusted Insurance Advisor, I prioritize your needs and preferences. I take the time to understand your unique situation and goals, helping you make informed decisions about your health and life insurance. I believe in a personalized approach, ensuring you feel supported and engaged every step of the way.

Providing you with confidence & clarity

As a licensed insurance broker, I help simplify your Medicare and life insurance options. Working with a broker means you have an expert advocating for your needs, finding the best plans for you.

In-person and remote options

I offer flexible appointment options and can travel throughout Westchester, Rockland, Putnam, and Orange Counties. Virtual consultations are also available, ensuring you receive the support you need, no matter where you are.

My services

  • Medicare Guidance

    I can assist you with Medicare Parts A, B, D, as well as Advantage plans and Supplement options, ensuring you choose the coverage that fits your needs.

  • Retirement Protection

    I offer strategies to protect your financial future during retirement, giving you peace of mind.

  • Life Insurance Solutions

    Whether you’re interested in whole life, term life, or final expense insurance, I provide personalized advice to help you select the right policy for your goals and budget.

Let's Discuss Your Coverage Needs!

  • United Healthcare

  • HealthFirst

  • Aetna

  • Wellcare

  • Humana

  • Anthem Blue Cross Blue Shield

  • EmblemHealth

  • Cigna

  • VNS

Carriers that I partner with…

  • TransAmerica

  • Nationwide

  • Everest

  • Pacific Life

  • Athene

  • Prudental

  • Axa Equitable

  • Gerber

  • F & G Financial

My Mission

  • Woman in a white blouse smiling on an urban street.

    Erica Ortiz, Licensed Life & Health Insurance Broker

    With over a decade of experience in the medical field, I have always had a passion for helping others and advocating for their well-being. This dedication led me to transition into the insurance field, where I’ve found my true calling. Along the way, I’ve noticed a growing need for financial education within our community, especially when it comes to navigating through the complexities of Medicare plans and making informed insurance choices. I am committed to empowering individuals and families with the knowledge and support they deserve, ensuring they feel confident in their healthcare decisions. Your goals becoming my mission- let’s work together to secure your future!

Contact Me for Peace of Mind!

“I would like to thank you for the extraordinary and exemplary assistance you gave me.  I cannot begin to express how much pressure has been removed from me the financial burden that I was under. Erica is a valuable asset utilizing her skills compassion and care. I would recommend Erica’s expertise in assisting with getting medical assistance through medical health plans, especially those who are overwhelmed and overburdened by the massive expenses of good medical care for catastrophic diseases, and any other medical plan questions for services that one might need.  It is my humble opinion that in Erica Ortiz you have one of the best insurance agents.”

— Cheryl Hilliard Hewitt, CLIENT