openbrokerageIRArollover toexistingIRAcashouttake 30inboundcallsrefer totaxadvisorrollover toempower401kspeakwith PPTspouse onlinemake 20outboundcallsfree!take 20inboundintroduce todistributionsadviceOpenpremierIRASIPsendform topptmake 30outboundcallsSIPask 3 openendedquestionsin 1 calluncoveroutsideassetsfind out PPT'sfirst postretirementplan/celebrationOpenPremierIRAset anappointmentfor retirementgoaldiscussionask 5 openendedquestionsin a callhave 20minuteconversationtake 20inboundcallsopenbrokerageIRArollover toexistingIRAcashouttake 30inboundcallsrefer totaxadvisorrollover toempower401kspeakwith PPTspouse onlinemake 20outboundcallsfree!take 20inboundintroduce todistributionsadviceOpenpremierIRASIPsendform topptmake 30outboundcallsSIPask 3 openendedquestionsin 1 calluncoveroutsideassetsfind out PPT'sfirst postretirementplan/celebrationOpenPremierIRAset anappointmentfor retirementgoaldiscussionask 5 openendedquestionsin a callhave 20minuteconversationtake 20inboundcalls

sales shet - 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.


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  1. open brokerage IRA
  2. rollover to existing IRA
  3. cash out
  4. take 30 inbound calls
  5. refer to tax advisor
  6. rollover to empower 401k
  7. speak with PPT spouse on line
  8. make 20 outbound calls
  9. free!
  10. take 20 inbound
  11. introduce to distributions advice
  12. Open premier IRA
  13. SIP
  14. send form to ppt
  15. make 30 outbound calls
  16. SIP
  17. ask 3 open ended questions in 1 call
  18. uncover outside assets
  19. find out PPT's first post retirement plan/celebration
  20. Open Premier IRA
  21. set an appointment for retirement goal discussion
  22. ask 5 open ended questions in a call
  23. have 20 minute conversation
  24. take 20 inbound calls