set anappointmentfor retirementgoaldiscussionsendform topptopenbrokerageIRAOpenPremierIRAcashoutuncoveroutsideassetstake 20inboundcallstake 20inboundmake 20outboundcallsrollover toexistingIRASIPhave 20minuteconversationrefer totaxadvisorSIProllover toempower401kintroduce todistributionsadvicefree!ask 3 openendedquestionsin 1 callask 5 openendedquestionsin a callspeakwith PPTspouse onlinetake 30inboundcallsfind out PPT'sfirst postretirementplan/celebrationmake 30outboundcallsOpenpremierIRAset anappointmentfor retirementgoaldiscussionsendform topptopenbrokerageIRAOpenPremierIRAcashoutuncoveroutsideassetstake 20inboundcallstake 20inboundmake 20outboundcallsrollover toexistingIRASIPhave 20minuteconversationrefer totaxadvisorSIProllover toempower401kintroduce todistributionsadvicefree!ask 3 openendedquestionsin 1 callask 5 openendedquestionsin a callspeakwith PPTspouse onlinetake 30inboundcallsfind out PPT'sfirst postretirementplan/celebrationmake 30outboundcallsOpenpremierIRA

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.


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