rollover toempower401kset anappointmentfor retirementgoaldiscussionrefer totaxadvisorfree!ask 5 openendedquestionsin a calltake 20inboundcallsrollover toexistingIRAsendform topptOpenpremierIRAhave 20minuteconversationmake 30outboundcallstake 20inboundcashoutfind out PPT'sfirst postretirementplan/celebrationSIPSIPspeakwith PPTspouse onlineOpenPremierIRAintroduce todistributionsadviceask 3 openendedquestionsin 1 callmake 20outboundcallstake 30inboundcallsopenbrokerageIRAuncoveroutsideassetsrollover toempower401kset anappointmentfor retirementgoaldiscussionrefer totaxadvisorfree!ask 5 openendedquestionsin a calltake 20inboundcallsrollover toexistingIRAsendform topptOpenpremierIRAhave 20minuteconversationmake 30outboundcallstake 20inboundcashoutfind out PPT'sfirst postretirementplan/celebrationSIPSIPspeakwith PPTspouse onlineOpenPremierIRAintroduce todistributionsadviceask 3 openendedquestionsin 1 callmake 20outboundcallstake 30inboundcallsopenbrokerageIRAuncoveroutsideassets

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