MEDICARE 101 WORKSHOP

Your Step by Step Roadmap to Medicare & Retirement Planning

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WHAT YOU'LL LEARN

Explore tailored health plans and wealth management solutions designed for you.

  • Master the Medicare Maze: A simple breakdown of Parts A, B, C, and D so you know exactly what’s covered.

  • Stop Late-Enrollment Penalties: Key deadlines and rules to avoid lifelong fees that catch most seniors off guard.

  • Coverage Gaps: Identify exactly what Original Medicare misses to protect your retirement savings.

  • Medicare Advantage vs. Medicare Supplement: Unbiased clarity on which plan fits your health goals and your wallet.

MEET YOUR HOST

Lori Crivelli

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.