Lori Crivelli
Crivelli Consulting, LLC
1572 Fulkerth Rd
Turlock, CA 95380, US
Affiliations
Professional Profile
With three decades in the insurance industry, I bring a wealth of expertise to serving my clients’ needs. Specializing primarily as a Property & Casualty agent, I’ve navigated the complexities of large client portfolios and the various changes throughout the field.
My journey in insurance commenced after earning a Bachelor’s degree in Business Administration from CSU Stanislaus where I pursued a double major in marketing and accounting.
In 2002, I achieved the esteemed Life Underwriting Training Council Fellow (LUTCF) designation, which further solidified my commitment to excellence in life insurance services. Building on this momentum, I attained the Agri Business & Farm Insurance Specialist (AFIS) designation in 2012 expanding my proficiency to focus on clients with agricultural property and equipment.
After I continued to research my clients’ needs, I diversified my offerings in 2023 by incorporating Medicare Supplement, Medicare Advantage, Part D Plans & more.
Recognizing new industry advancements, I undertook the Registered Social Security Analyst (RSSA) course and examination in 2024, emerging as a certified RSSA. This credential allows me to guide individuals through the difficult labyrinth of the social security system, ensuring they maximize their entitlements with informed decision-making.
Driven by a passion for delivering unparalleled service and ensuring my clients’ peace of mind, I remain steadfast in my commitment to excellence. My agency continues to demonstrate its ability to navigate the ever-evolving insurance landscape with carrier expertise, individualized services, and unwavering dedication.
Areas of Expertise
- Insurance Agent
- Medicare Advisor
Real Stories from Real People
Most People Leave Money on the Table
96%
Don't Optimize
Very few people get all the Social Security they deserve.
$111,000
Is Lost
The average household is losing $111,000 in potential income.
1 Chance
To Claim
Social Security gives you one chance to get it right – forever.
Maximize Your Benefits
Discover important information for your situation.
Married
If you are married, you may be able to collect up to one-half of your spouse’s Social Security benefit. This won’t affect your spouse’s checks. Ask an RSSA® for details.
Divorced
If you are divorced and 62 or older, you may qualify to receive Social Security benefits from your ex-spouse — in addition to your own Social Security payments. Ask an RSSA® for details.
Widowed
If your spouse has passed away, you may be eligible for a survivor benefit. The extra money may be essential for you. Ask an RSSA® for details.
Single
If you are single, and solely responsible for your retirement, making the optimal Social Security claiming decision is particularly important. Ask an RSSA® about your options.
Self-Employed
As a self-employed person, you may be able to decrease your payroll taxes — yet still receive the maximum income from Social Security. Ask an RSSA® for details.
Disability
Social Security can provide valuable disability benefits if you qualify, but these benefits — and how you qualify for them — are often misunderstood. Ask an RSSA® for details.
Immigrant
If you are a lawful permanent resident, but not yet a citizen, you may still qualify for Social Security benefits. Ask an RSSA® for details.
