free!openbrokerageIRASIProllover toempower401khave 20minuteconversationmake 20outboundcallsfind out PPT'sfirst postretirementplan/celebrationcashouttake 30inboundcallstake 20inboundSIPtake 20inboundcallsrollover toexistingIRAOpenpremierIRAask 5 openendedquestionsin a callask 3 openendedquestionsin 1 callspeakwith PPTspouse onlineuncoveroutsideassetssendform topptrefer totaxadvisorset anappointmentfor retirementgoaldiscussionOpenPremierIRAmake 30outboundcallsintroduce todistributionsadvicefree!openbrokerageIRASIProllover toempower401khave 20minuteconversationmake 20outboundcallsfind out PPT'sfirst postretirementplan/celebrationcashouttake 30inboundcallstake 20inboundSIPtake 20inboundcallsrollover toexistingIRAOpenpremierIRAask 5 openendedquestionsin a callask 3 openendedquestionsin 1 callspeakwith PPTspouse onlineuncoveroutsideassetssendform topptrefer totaxadvisorset anappointmentfor retirementgoaldiscussionOpenPremierIRAmake 30outboundcallsintroduce todistributionsadvice

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