Pivotto 529Create 1IPSOpportunityin ECRMAdd in apositivenote to ourTeams ChatCall yourwholesalerSet up 1 IPSappointmentOpen 1 IPSAccount (IRA, 529,rollover, transfer,Pac Life, Jackson,Brokerage,Advisory)Run 1ECRMCampaignFind 1person/caseto bring tonext meetingPivotto 529Create 1IPSOpportunityin ECRMAdd in apositivenote to ourTeams ChatCall yourwholesalerSet up 1 IPSappointmentOpen 1 IPSAccount (IRA, 529,rollover, transfer,Pac Life, Jackson,Brokerage,Advisory)Run 1ECRMCampaignFind 1person/caseto bring tonext meeting

IPS Bingo - Call List

(Print) Use this randomly generated list as your call list when playing the game. There is no need to say the BINGO column name. Place some kind of mark (like an X, a checkmark, a dot, tally mark, etc) on each cell as you announce it, to keep track. You can also cut out each item, place them in a bag and pull words from the bag.


1
2
3
4
5
6
7
8
  1. Pivot to 529
  2. Create 1 IPS Opportunity in ECRM
  3. Add in a positive note to our Teams Chat
  4. Call your wholesaler
  5. Set up 1 IPS appointment
  6. Open 1 IPS Account (IRA, 529, rollover, transfer, Pac Life, Jackson, Brokerage, Advisory)
  7. Run 1 ECRM Campaign
  8. Find 1 person/case to bring to next meeting