--- title: "Being a Great Advisor: Help Your Clients Stay Healthy" description: Use this helpful checklist to aid in tracking Medicare preventive services. image: https://at.naifa.org/hubfs/Dan%20Mangus-1000x620px-blogpost.png --- [![ApexNLC_banner2-1](https://at.naifa.org/hs-fs/hubfs/ApexNLC_banner2-1.jpg?width=728&height=73&name=ApexNLC_banner2-1.jpg)](https://apex.naifa.org/) [![Advisor Today Logo - White@960](https://at.naifa.org/hs-fs/hubfs/Advisor%20Today%20Logo%20-%20White@960.png?width=960&height=146&name=Advisor%20Today%20Logo%20-%20White@960.png) ![Advisor Today Logo - White@960](https://at.naifa.org/hs-fs/hubfs/Advisor%20Today%20Logo%20-%20White@960.png?width=960&height=146&name=Advisor%20Today%20Logo%20-%20White@960.png) ](https://at.naifa.org/) [![Join NAIFA](https://no-cache.hubspot.com/cta/default/2635471/19793afe-5adf-4f28-b999-9dd4527de76b.png)](https://cta-redirect.hubspot.com/cta/redirect/2635471/19793afe-5adf-4f28-b999-9dd4527de76b) [**](https://at.naifa.org/being-a-great-advisor-help-your-clients-stay-healthy#tmpmodule_1614584860767204) ** ![Lifesaver Beach-1](https://at.naifa.org/hs-fs/hubfs/Lifesaver%20Beach-1.jpeg?width=1400&height=799&name=Lifesaver%20Beach-1.jpeg) #### **NAIFA Members Provide Financial Security** ###### 1 min read ## [Being a Great Advisor: Help Your Clients Stay Healthy](https://at.naifa.org/being-a-great-advisor-help-your-clients-stay-healthy) By [Dan Mangus, Vice President of Sales, Senior Marketing Specialists](https://at.naifa.org/author/dan-mangus) on 7/13/22 10:00 AM ###### Topics: [Medicare](https://at.naifa.org/topic/medicare) [Insurance](https://at.naifa.org/topic/insurance) ![](https://at.naifa.org/hubfs/Dan%20Mangus-1000x620px-blogpost.png) As an insurance advisor for individuals on Medicare, it is critical that you do everything in your power to give your clients access to care through a well-thought-out and comprehensive insurance package. You can help them stay healthy by utilizing Medicare’s preventive health benefits. It can be challenging for your clients to keep up with the preventive services they have received and when they are eligible for another service. To aid in tracking preventive services, the Center for Medicare and Medicaid Services has created this helpful [checklist](https://at.naifa.org/hubfs/Preventive%20Services%20Checklist.pdf) that you can share with your clients during their next client meeting with you. [Dan Mangus](https://www.linkedin.com/in/danmangus/) is the Vice President of Growth and Development at [Senior Marketing Specialists](https://www.smsteam.net/) and a contributing columnist for Advisor Today. # TOPIC LIST : - [Member Spotlight (186)](https://at.naifa.org/tag/member-spotlight) - [Press Release (161)](https://at.naifa.org/tag/press-release) - [Podcast (97)](https://at.naifa.org/tag/podcast) - [Advisor Today (87)](https://at.naifa.org/tag/advisor-today) - [Loyal Member Profile (83)](https://at.naifa.org/tag/loyal-member-profile) - [Leaders (65)](https://at.naifa.org/tag/leaders) - [Life Insurance & Annuities (63)](https://at.naifa.org/tag/life-insurance-annuities) - [Awards (56)](https://at.naifa.org/tag/awards) - [Insurance (54)](https://at.naifa.org/tag/insurance) - [New Member Profile (54)](https://at.naifa.org/tag/new-member-profile) - [Potential Partners for Advisors (54)](https://at.naifa.org/tag/potential-partners-for-advisors) - [Financial Planning (41)](https://at.naifa.org/tag/financial-planning) - 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