sendform topptmake 20outboundcallsSIPset anappointmentfor retirementgoaldiscussionrefer totaxadvisorintroduce todistributionsadviceOpenpremierIRAask 5 openendedquestionsin a callfree!cashoutfind out PPT'sfirst postretirementplan/celebrationopenbrokerageIRAtake 30inboundcallshave 20minuteconversationask 3 openendedquestionsin 1 callOpenPremierIRAtake 20inboundcallsmake 30outboundcallstake 20inbounduncoveroutsideassetsrollover toempower401krollover toexistingIRASIPspeakwith PPTspouse onlinesendform topptmake 20outboundcallsSIPset anappointmentfor retirementgoaldiscussionrefer totaxadvisorintroduce todistributionsadviceOpenpremierIRAask 5 openendedquestionsin a callfree!cashoutfind out PPT'sfirst postretirementplan/celebrationopenbrokerageIRAtake 30inboundcallshave 20minuteconversationask 3 openendedquestionsin 1 callOpenPremierIRAtake 20inboundcallsmake 30outboundcallstake 20inbounduncoveroutsideassetsrollover toempower401krollover toexistingIRASIPspeakwith PPTspouse online

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