TEAM WELLS

TEAM WELLS Bingo Card
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This bingo card has a free space and 24 words: Today I Learned, Ask about Outside Assets 5 Times during the day (PIN), Send a RII to a participant (PIN), Schedule an advice session for a participant, Completed 2 different Stretches at your desk, ACW under 1:15 weekly, UNR under 5:00 mins weekly, Check beneficiaries at least 10 times, Call document every call during the week, Submitted Non-ERISA form(Blue NCC button) to processing for customer, Complete a follow-up call to a participant (PIN), Submit a NIGO to IGO task (PIN), Receive an unsolicited VM from participant(s), Receive a WOW! Alert, Respond to a chat/question from a colleague, Call NSL with a #valid question (PIN), F9 NCC Retirement Income Planning document 3 times during a day, Team RTC > Team Rockwell weekly, Ask for outside assets during an RMD call, Ask for outside assets bringing up investment mix, 1 Voicemail Kudos, Team met goal under 12:00 AHT weekly, Submit a valid RIC referral and RTC 2.50% weekly.

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