This bingo card has a free space and 24 words: open brokerage IRA, Open Premier IRA, rollover to existing IRA, SIP, ask 5 open ended questions in a call, ask 3 open ended questions in 1 call, find out PPT's first post retirement plan/celebration, take 20 inbound calls, take 30 inbound calls, make 20 outbound calls, make 30 outbound calls, have 20 minute conversation, set an appointment for retirement goal discussion, uncover outside assets, introduce to distributions advice, SIP, Open premier IRA, take 20 inbound, cash out, rollover to empower 401k, speak with PPT spouse on line, refer to tax advisor, send form to ppt and free!.
⚠ This card has duplicate items: SIP (2)
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