About

In the insurance business since 1975, Betty Lindstrom has held positions in the home office of a life insurance company, two agency offices, a brokerage general agency, a financial planning company, worked as a Carrier Representative and Sales Manager for AIG, managed a benefits department for a general insurance brokerage office, and established Lindstrom Insurance in 1995.

We are certified to offer Individual and Family Plans as well as Group Plans through the California Exchange website Covered CA, and SHOP.

She has earned the FLMI (Fellow, Life Management Institute), RHU (Registered Health Underwriter), and FHIAS (Fellow Health Insurance Advanced Studies) designations.  These are degrees obtained after completion of a course of study involving Company Operations, Mathematics, Law, Underwriting, Claims, as well as specialty areas such as Life Insurance, Disability Insurance, Medical and Dental plans, Long Term Care, Medicare Plans, Health Care Reform, and Retirement Plans.

For more information about the RHU designation, contact the American College in Bryn Mawr, Pennsylvania.  Their website is http://www.theamericancollege.edu .  For information about the FLMI designation, see the Life Office Management Association at http://www.loma.org .  For information about the FHIAS, see http://www.AHIP.org .

 

Vicki Melendy joined the office in January of 2002 and received her Life and Disability Insurance License in April of 2002.  She has her Masters Degree in Geology from Wayne State University and is the mother of three.  She’s a talented musician, playing the piano and organ at the Soquel Congregational Church.  (Yes, she does weddings if you’re interested).

You’ll enjoy Vicki’s help with your insurance questions and selecting the right plan for your situation.  She can offer advice and research your technical and compliance questions in areas like COBRA, HIPAA, and CalCOBRA.  If you ever need help getting a claim paid or understanding your benefits, you’ll appreciate her complete knowledge of your plan and patience dealing with the insurance carriers.

Carol Lacki joined Lindstrom Insurance in 2003.  She’s married, has three grown children, and has lived in the Santa Cruz area for many years.

Carol is our office manager, providing many services including following up with insurance companies for changes requested by clients, troubleshooting claims, investigating premium discrepancies, etc.  You’ll appreciate her diligence as she works with the insurance companies to see that your requests are handled correctly.  If you need a prompt answer to a service question, a form or benefit description sent to you, wish to schedule an appointment, or almost anything else, Carol is in the office to help.

Judy Paulson joined Lindstrom Insurance in 2011.  She married, has an adult daughter and has lived in the San Lorenzo Valley for many years.  Judy is our Administrative Assistant who primarily works with Medicare clients and provides backup for Carol.  She can help you with appointment scheduling, general questions about Medicare plans and Medicare Part D, and is happy to help with billing questions and forms.

 

In memorial….
Sir Nigel of Seabrook
was our office mascot and Chief of Security.  He’s a ten year old Newfoundland dog and provides comic relief for stressed brokers and clients.  His professional credentials include passing three levels of obedience training (although we think the last advancement was a social promotion based on his size).  Unfortunately, Nigel passed away in August, 2010.  He is missed by all of us.

Since his diagnosis of Lymphosarcoma (Cancer) in March of 2002, and the treatment that followed, he was very aware of the need for preventive care and rapid claims processing.  He was  a very compassionate listener and was happy to help you through your stressful times.  Unfortunately, he does not read emails well and types poorly, so we advise clients and friends to communicate in person wherever possible.

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