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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 that you can share with your clients during their next client meeting with you.

Dan Mangus is the Vice President of Growth and Development at Senior Marketing Specialists and a contributing columnist for Advisor Today.

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