make 30outboundcallsfind out PPT'sfirst postretirementplan/celebrationintroduce todistributionsadvicetake 30inboundcallsOpenPremierIRAask 3 openendedquestionsin 1 callOpenpremierIRAuncoveroutsideassetsspeakwith PPTspouse onlinerollover toempower401krefer totaxadvisortake 20inboundSIPcashouttake 20inboundcallsrollover toexistingIRAsendform topptSIPopenbrokerageIRAask 5 openendedquestionsin a callmake 20outboundcallshave 20minuteconversationset anappointmentfor retirementgoaldiscussionfree!make 30outboundcallsfind out PPT'sfirst postretirementplan/celebrationintroduce todistributionsadvicetake 30inboundcallsOpenPremierIRAask 3 openendedquestionsin 1 callOpenpremierIRAuncoveroutsideassetsspeakwith PPTspouse onlinerollover toempower401krefer totaxadvisortake 20inboundSIPcashouttake 20inboundcallsrollover toexistingIRAsendform topptSIPopenbrokerageIRAask 5 openendedquestionsin a callmake 20outboundcallshave 20minuteconversationset anappointmentfor retirementgoaldiscussionfree!

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