cashoutask 3 openendedquestionsin 1 callrollover toexistingIRAfind out PPT'sfirst postretirementplan/celebrationhave 20minuteconversationtake 20inboundcallsask 5 openendedquestionsin a calltake 30inboundcallsopenbrokerageIRAsendform topptmake 30outboundcallsOpenPremierIRAintroduce todistributionsadviceSIPmake 20outboundcallsSIPrefer totaxadvisortake 20inboundOpenpremierIRAset anappointmentfor retirementgoaldiscussionrollover toempower401kfree!uncoveroutsideassetsspeakwith PPTspouse onlinecashoutask 3 openendedquestionsin 1 callrollover toexistingIRAfind out PPT'sfirst postretirementplan/celebrationhave 20minuteconversationtake 20inboundcallsask 5 openendedquestionsin a calltake 30inboundcallsopenbrokerageIRAsendform topptmake 30outboundcallsOpenPremierIRAintroduce todistributionsadviceSIPmake 20outboundcallsSIPrefer totaxadvisortake 20inboundOpenpremierIRAset anappointmentfor retirementgoaldiscussionrollover toempower401kfree!uncoveroutsideassetsspeakwith 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. cash out
  2. ask 3 open ended questions in 1 call
  3. rollover to existing IRA
  4. find out PPT's first post retirement plan/celebration
  5. have 20 minute conversation
  6. take 20 inbound calls
  7. ask 5 open ended questions in a call
  8. take 30 inbound calls
  9. open brokerage IRA
  10. send form to ppt
  11. make 30 outbound calls
  12. Open Premier IRA
  13. introduce to distributions advice
  14. SIP
  15. make 20 outbound calls
  16. SIP
  17. refer to tax advisor
  18. take 20 inbound
  19. Open premier IRA
  20. set an appointment for retirement goal discussion
  21. rollover to empower 401k
  22. free!
  23. uncover outside assets
  24. speak with PPT spouse on line