(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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set an appointment for retirement goal discussion
make 20 outbound calls
rollover to empower 401k
speak with PPT spouse on line
Open Premier IRA
cash out
SIP
take 30 inbound calls
introduce to distributions advice
rollover to existing IRA
make 30 outbound calls
have 20 minute conversation
uncover outside assets
ask 3 open ended questions in 1 call
free!
refer to tax advisor
open brokerage IRA
ask 5 open ended questions in a call
send form to ppt
Open premier IRA
SIP
find out PPT's first post retirement plan/celebration
