uncoveroutsideassetsOpenPremierIRAhave 20minuteconversationtake 30inboundcallsopenbrokerageIRAmake 20outboundcallsfree!make 30outboundcallsSIPSIPtake 20inboundfind out PPT'sfirst postretirementplan/celebrationcashoutrefer totaxadvisorsendform topptask 3 openendedquestionsin 1 callset anappointmentfor retirementgoaldiscussionrollover toempower401ktake 20inboundcallsspeakwith PPTspouse onlineask 5 openendedquestionsin a callintroduce todistributionsadviceOpenpremierIRArollover toexistingIRAuncoveroutsideassetsOpenPremierIRAhave 20minuteconversationtake 30inboundcallsopenbrokerageIRAmake 20outboundcallsfree!make 30outboundcallsSIPSIPtake 20inboundfind out PPT'sfirst postretirementplan/celebrationcashoutrefer totaxadvisorsendform topptask 3 openendedquestionsin 1 callset anappointmentfor retirementgoaldiscussionrollover toempower401ktake 20inboundcallsspeakwith PPTspouse onlineask 5 openendedquestionsin a callintroduce todistributionsadviceOpenpremierIRArollover toexistingIRA

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