EDUCATION FIRST
Understand Medicare before making decisions.
ABOUT LORI
LORI BELLMAN
Medicare Broker | Medicare Educator | Medicare Advocate
MEDICARE IS PERSONAL.
For me, this work has never been about simply helping someone select a health plan. It is about helping people understand their options, ask better questions, make informed decisions, and know they have someone in their corner when they need help.
I work with individuals and families throughout Ohio—whether they are approaching Medicare for the first time, continuing to work beyond 65, reviewing existing coverage, or trying to make sense of an unexpected Medicare issue.
“Educate first. Listen carefully. Compare thoughtfully. Never pressure someone into a decision.”
MY WHY
Long before Medicare became my profession, advocacy was simply part of who I was.
I have spent much of my life caring for people I love, asking questions when something didn’t make sense, searching for answers when the path forward wasn’t clear, and speaking up when someone needed a stronger voice in their corner.
Those experiences taught me how overwhelming healthcare can feel—especially when you are trying to understand complicated information while also making decisions that can affect your health, finances, and future.
When I became a Medicare broker, I brought that same advocacy mindset with me. I don’t believe people should feel rushed, intimidated, or pressured when making Medicare decisions.
People deserve time to understand what they are choosing. That means education before comparing plans, space to ask questions without pressure, and thoughtful research around the doctors, prescriptions, healthcare needs, budget, and priorities that matter to them.
My relationship with clients extends far beyond enrollment. Medicare questions happen throughout the year, and I want the people I serve to know they have someone in their corner when they need help.
MY APPROACH
TRANSPARENCY
Understand what we're reviewing and why.
INDEPENDENT GUIDANCE
Compare appropriate options from multiple insurance carriers based on the individual's needs and priorities.
ADVOCACY BEYOND ENROLLMENT
Support doesn't stop when an application is submitted.
Transparency in real time
SEE WHAT I SEE
A client-facing monitor lets you see exactly what I see as we compare your options together in real time.
You can follow the details, ask questions and understand what we're comparing—and why.
Enrollment ends.
My service doesn't.
I stay available after enrollment for questions, guidance and help with Medicare-related issues.
YOU ARE NOT A NUMBER.
My responsibility isn't to make a decision for you. It's to provide the education, research and support you need to make an informed decision with confidence.
I intentionally build personal relationships so I can understand who you are, what matters to you, and what you need from me—not simply which Medicare plan you have. That relationship and service continue as your questions change.
Professional & Community Involvement
STAYING INFORMED. STAYING CONNECTED.
Proud Member of NABIP
Connected to continuing education, industry developments, legislative issues, and advocacy efforts affecting Medicare beneficiaries.
Olmsted Chamber of Commerce
Staying connected to local businesses, employers, community organizations, and the people who make Northeast Ohio home.
LET'S HAVE A CONVERSATION
A Medicare Review is a conversation — not a sales appointment.
Social Connections
Continue the conversation.