Use LinkedIn to track job changes

LinkedIn sends you alert emails when any of your contacts has a change in their account. When I see that a job change has taken place, I call the client to say congratulations on the new role. I advise them of the advantages and disadvantages of a rollover and what other options they have. Then I ask if they would like to meet to discuss rolling over their old 401(k) into an individual retirement account.

• See more from Fine in the video “A Simple Policy.”
• Listen to the October episode of the MDRT podcast, “Can social media benefit your business?”

Written by Meredith Gail Fine, FSCP, LUTCF, a four-year MDRT member from New York, New York