speakwith PPTspouse onlineOpenPremierIRAintroduce todistributionsadvicerollover toempower401ktake 20inboundSIPtake 30inboundcallshave 20minuteconversationrollover toexistingIRAask 3 openendedquestionsin 1 calltake 20inboundcallsopenbrokerageIRAmake 20outboundcallsOpenpremierIRAmake 30outboundcallsuncoveroutsideassetsfind out PPT'sfirst postretirementplan/celebrationrefer totaxadvisorset anappointmentfor retirementgoaldiscussionsendform topptfree!ask 5 openendedquestionsin a callcashoutSIPspeakwith PPTspouse onlineOpenPremierIRAintroduce todistributionsadvicerollover toempower401ktake 20inboundSIPtake 30inboundcallshave 20minuteconversationrollover toexistingIRAask 3 openendedquestionsin 1 calltake 20inboundcallsopenbrokerageIRAmake 20outboundcallsOpenpremierIRAmake 30outboundcallsuncoveroutsideassetsfind out PPT'sfirst postretirementplan/celebrationrefer totaxadvisorset anappointmentfor retirementgoaldiscussionsendform topptfree!ask 5 openendedquestionsin a callcashoutSIP

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