MEDICARE MADE SIMPLE
MEDICARE SENIOR PLANS
Fortunata (Good Fortune) that is what we want to bring to each and every client we help.
WHY WORK WITH FORTUNATA
Hi, my name is Lisa Caricato and I am the principal owner of Fortunata Agency, I am licensed in Health Life and Annuities, and certified in Medicare.
I’m an independent Medicare advisor, with a team of people here to support you, we work with nearly all the leading insurance companies for Medicare. Our loyalty is to you, not the carriers.
My passion is health and helping people live their best lives as worry free as possible.
I hold a diploma in Homeopathy, a natural form of medicine that is my passion along with other natural remedies to help let the body heal. My personal website for more on this www.agelessguru.com.
Teaching people is what I do. If you don’t understand Medicare then we can get on a call and I will educate you in everything you need to know, so that when we hang up, you understand exactly what Medicare all is about. How to avoid penalties and lifelong mistakes with Medicare and Medicare supplements.
I use my knowledge, and the keen ability to ask proper questions in getting to know a person and really understand their needs what is best for them. Each person is very individual.
Why Work With Fortunata
- Education first you’ll understand your options before you decide.
- Independent & non-captive access to leading Medicare carriers nationwide.
- No-cost consultations never a fee, never pressure.
- Plans tailored to your doctors, prescriptions, and budget.
- Licensed local & nationwide help wherever you are.
HOW WE CAN HELP
- Medicare Part A
- Medigap (Medicare Supplement)
- Medicare Advantage (Part C)
- Part D (prescriptions)
- Special Needs Plans (SNPs)
- Hospital Indemnit
- Long-Term Care
- Final Expense
Why Timing Matters
- Medigap may require health questions if you wait
- Part D late penalties last for life
- Some benefits are only available during specific enrollment windows
How it Works
- Book your no-cost consultation
- Learn all about Medicare and how to protect yourself.
- Learn your options (we do proper fact-finding first)
- Enroll with confidence we help with the paperwork.
TURNING 65?
Your initial enrollment window is a once-in-a-lifetime opportunity:
- Enroll in Parts A & B without penalties.
- Choose certain Medigap plans without health questions (time-limited)
- Enroll in Part D without lifetime late penalties
Miss it, and you may face underwriting or permanent penalties.
Get in Touch
CONTACT FORTUNATA AGENCY
Book Your No-Cost Consultation
We do not offer every plan available in your area. Any information we provide is limited to the plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.