(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.
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I-Walk a p/p through a transaction online instead of submitting it for them
I-Online Distribution
*p/p must be eligible
I-p/p lives in Maryland
G-Tell the p/p that they can chat or callback in the future
B-Tell the p/p they can get their FedEx tracking number on their online account
G-Encourage a p/p to go online to set up 2 Factor
B-Transfer $100k Term to Client Development
G-"I noticed that you're not contributing enough to get your full co. match. Did you want to up your contributions?"
N-Ask the p/p if they are familiar with their online account
B-Tell a p/p that they don't have a beneficiary set up yet; Digital Solution to set it up
O-Associate Approved 2 Factor Removal
B-"It looks like you called in recently, can you give me a summary of what you talked about with the previous associate?"
N-"Can you tell me a little more about your situation so I can understand what options you have available?"
I-Mention the
TRP App
N-Help a p/p with a Rollover-In on the online account
G-Set up a p/p with a new online account
N-For Online Dist Enabled:
Tell the p/p they can sign up to get an email sent to them for their term date
O-Plug a specific tool/calculator on the OLA
Taking out a loan or dist doesn't count
G-Value Statement: tell the p/p that you specialize in that type of request
B-Read the UPS Disclaimer to the p/p
O-Mention the Confidence Number on the online account
O-Use a p/p's name 5 times during the call (ie. Mr. Smith)
I-Password Reset: ask a p/p what they were looking to do online
