Lori Crivelli – Trusted Insurance & Social Security Planning Professional
With more than three decades of experience in the insurance industry, Lori Crivelli has built a reputation for delivering personalized guidance, trusted expertise, and exceptional client service. As the owner of Crivelli Insurance Services, Lori has dedicated her career to helping individuals, families, seniors, and business owners protect what matters most while making informed financial and insurance decisions.
Lutcf, AFIS – Owner/Agent – Lic #0B26630
A graduate of California State University, Stanislaus, Lori earned a Bachelor’s degree in Business Administration with dual concentrations in Marketing and Accounting. Throughout her career, she has continually expanded her knowledge and credentials to better serve her clients, earning designations including Life Underwriting Training Council Fellow (LUTCF), Agri Business & Farm Insurance Specialist (AFIS), and Registered Social Security Analyst (RSSA®).
Comprehensive Services
Lori provides a broad range of insurance and retirement-related services, including:
As a Registered Social Security Analyst, Lori helps clients navigate the complexities of Social Security claiming strategies, ensuring they understand their options and maximize the benefits they have worked their entire lives to earn.
What Sets Lori Apart
What truly distinguishes Lori is her commitment to education, advocacy, and personalized service. Rather than offering one-size-fits-all solutions, she takes the time to understand each client’s unique goals, concerns, and circumstances. Her clients benefit from a combination of insurance expertise, retirement planning insight, and a genuine desire to help them make confident decisions.
Lori’s dedication to service is deeply rooted in her family values. Both of her grandfathers proudly served in the United States military, instilling in her a strong sense of integrity, commitment, and putting others first. Those principles continue to guide her work today as she advocates for clients and helps them secure their financial futures.
Why Clients Choose Lori
Clients choose Lori because they want more than an insurance policy—they want a trusted advisor who will be there when they need guidance most. Her extensive industry experience, specialized certifications, and commitment to staying current with changing regulations allow her to provide informed recommendations that are tailored to each individual’s needs.
Whether helping a family protect their assets, assisting a business owner with risk management, guiding a senior through Medicare choices, or helping someone maximize their Social Security benefits, Lori is known for delivering clear communication, honest advice, and long-term relationships built on trust.
At the heart of Lori’s work is a simple philosophy: treat every client like family and provide the guidance needed to make confident, informed decisions for today and the future.
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Crivelli Insurance Services | We do not offer every plan available in your area. Currently, we represent 7 organizations which offer 23 products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Assistance Program (SHIP) to get information on all of your options. This is a proprietary profile and is not associated, endorsed or authorized by the Social Security Administration, the Department of Health and Human Services or the Center for Medicare and Medicaid Services. If you would like to find more information about the Medicare program please visit the Official U.S. Government Site for People with Medicare located at http://www.medicare.gov | Copyright © Crivelli Insurance Services 2026. All Rights Reserved.
1027 Reviews
Working with Crivelli insurance was a very positive experience. Very professional and personable. Clearly understood the nature of our insurance needs and worked diligently to get us the best policy for our particular situation. I recommend them to anyone needing insurance. ~ Mark Dulle ~
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