OpenPremierIRAspeakwith PPTspouse onlineintroduce todistributionsadviceSIPfind out PPT'sfirst postretirementplan/celebrationset anappointmentfor retirementgoaldiscussionrollover toexistingIRAfree!ask 3 openendedquestionsin 1 callOpenpremierIRAask 5 openendedquestionsin a callmake 30outboundcallstake 30inboundcallsuncoveroutsideassetshave 20minuteconversationtake 20inboundtake 20inboundcallscashoutrefer totaxadvisorSIPmake 20outboundcallssendform topptopenbrokerageIRArollover toempower401kOpenPremierIRAspeakwith PPTspouse onlineintroduce todistributionsadviceSIPfind out PPT'sfirst postretirementplan/celebrationset anappointmentfor retirementgoaldiscussionrollover toexistingIRAfree!ask 3 openendedquestionsin 1 callOpenpremierIRAask 5 openendedquestionsin a callmake 30outboundcallstake 30inboundcallsuncoveroutsideassetshave 20minuteconversationtake 20inboundtake 20inboundcallscashoutrefer totaxadvisorSIPmake 20outboundcallssendform topptopenbrokerageIRArollover toempower401k

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.


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