take 30inboundcallscashoutintroduce todistributionsadvicesendform topptmake 30outboundcallstake 20inboundcallsrefer totaxadvisorSIPfind out PPT'sfirst postretirementplan/celebrationtake 20inboundask 5 openendedquestionsin a callspeakwith PPTspouse onlineuncoveroutsideassetsmake 20outboundcallsrollover toempower401kset anappointmentfor retirementgoaldiscussionhave 20minuteconversationOpenpremierIRAOpenPremierIRAask 3 openendedquestionsin 1 callrollover toexistingIRAfree!openbrokerageIRASIPtake 30inboundcallscashoutintroduce todistributionsadvicesendform topptmake 30outboundcallstake 20inboundcallsrefer totaxadvisorSIPfind out PPT'sfirst postretirementplan/celebrationtake 20inboundask 5 openendedquestionsin a callspeakwith PPTspouse onlineuncoveroutsideassetsmake 20outboundcallsrollover toempower401kset anappointmentfor retirementgoaldiscussionhave 20minuteconversationOpenpremierIRAOpenPremierIRAask 3 openendedquestionsin 1 callrollover toexistingIRAfree!openbrokerageIRASIP

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