IWIN link Mutual fund settlement eDelivery Complaint OT Follow Up w/ client Cash products interest rates CSG Explain stock settlement Online trade Journal Open account Name usage Triple Chat De- escalate Remove M restriction Remove CVRC restriction Reinvest RLST Travel Notice Enable 3rd party access 401k rollover Additional needs check Client Feedback Tax forms Submit a lead Disclaimer 1 chat resolution Margin interest rate Forms Library RGEN Comtrack Learning Center SendWord Stand and work Update address Ownership statement Use Margin group chat Update IRA bene online Tax Withholding Elections IPO KBA Steps for TOA POA Life event IWIN link Mutual fund settlement eDelivery Complaint OT Follow Up w/ client Cash products interest rates CSG Explain stock settlement Online trade Journal Open account Name usage Triple Chat De- escalate Remove M restriction Remove CVRC restriction Reinvest RLST Travel Notice Enable 3rd party access 401k rollover Additional needs check Client Feedback Tax forms Submit a lead Disclaimer 1 chat resolution Margin interest rate Forms Library RGEN Comtrack Learning Center SendWord Stand and work Update address Ownership statement Use Margin group chat Update IRA bene online Tax Withholding Elections IPO KBA Steps for TOA POA Life event
(Print) Use this randomly generated list as your call list when playing the game. 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.
I-IWIN link
N-Mutual fund settlement
I-eDelivery
G-Complaint
B-OT
B-Follow Up w/ client
O-Cash products interest rates
O-CSG
I-Explain stock settlement
I-Online trade
G-Journal
I-Open account
N-Name usage
I-Triple Chat
N-De-escalate
G-Remove M restriction
N-Remove CVRC restriction
O-Reinvest
O-RLST
O-Travel Notice
G-Enable 3rd party access
G-401k rollover
B-Additional needs check
O-Client Feedback
B-Tax forms
N-Submit a lead
I-Disclaimer
G-1 chat resolution
B-Margin interest rate
G-Forms Library
G-RGEN Comtrack
I-Learning Center
O-SendWord
B-Stand and work
N-Update address
O-Ownership statement
N-Use Margin group chat
G-Update IRA bene online
B-Tax Withholding Elections
N-IPO
B-KBA
I-Steps for TOA
O-POA
B-Life event