Optimize your benefits with advice.
The average household loses over $110,000 in potential income by making the wrong Social Security claiming decisions. I can help you get the money you earned and are entitled to.
-Lori Crivelli
Don’t lose out on hundreds of thousands of dollars in lifetime benefits by making the wrong decision.
You may be able to collect up to one-half of your spouse’s benefits.
You may qualify for Social Security Disability Insurance benefits.
You may decrease your payroll taxes and still receive maximum benefits.
You may qualify to receive Social Security benefits from your ex-spouse.
You may qualify to receive survivor benefits that are greater than your own.
If you are a lawful permanent resident, you may qualify for Social Security.
With hundreds (and sometimes thousands) of filing options, getting the most from Social Security can be a complex decision. As a Registered Social Security Analyst, I can help you answer common retirement questions like:
At the completion of your analysis, you will be provided with a comprehensive planning report outlining your benefit considerations in a way you can easily understand; with instructions for when and how to file, calculations, definitions, and much more.
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.