OpenPremierIRASIPintroduce todistributionsadvicetake 30inboundcallsrollover toempower401kfind out PPT'sfirst postretirementplan/celebrationask 5 openendedquestionsin a callmake 20outboundcallsopenbrokerageIRAfree!speakwith PPTspouse onlinerefer totaxadvisorSIPuncoveroutsideassetsOpenpremierIRAtake 20inboundcallscashoutask 3 openendedquestionsin 1 callsendform topptrollover toexistingIRAset anappointmentfor retirementgoaldiscussionhave 20minuteconversationtake 20inboundmake 30outboundcallsOpenPremierIRASIPintroduce todistributionsadvicetake 30inboundcallsrollover toempower401kfind out PPT'sfirst postretirementplan/celebrationask 5 openendedquestionsin a callmake 20outboundcallsopenbrokerageIRAfree!speakwith PPTspouse onlinerefer totaxadvisorSIPuncoveroutsideassetsOpenpremierIRAtake 20inboundcallscashoutask 3 openendedquestionsin 1 callsendform topptrollover toexistingIRAset anappointmentfor retirementgoaldiscussionhave 20minuteconversationtake 20inboundmake 30outboundcalls

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