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.
We were going to make an appointment to go visit Social Security to better understand how to use it in the future. It was perfect timing to find out that we had a rep we could talk to. She answered all our questions, and clarified what needs to be done.