refer totaxadvisoropenbrokerageIRAuncoveroutsideassetsset anappointmentfor retirementgoaldiscussiontake 30inboundcallsOpenpremierIRAtake 20inboundask 5 openendedquestionsin a callfind out PPT'sfirst postretirementplan/celebrationOpenPremierIRAask 3 openendedquestionsin 1 callmake 20outboundcallsspeakwith PPTspouse onlinesendform topptfree!SIPcashoutintroduce todistributionsadvicerollover toexistingIRASIProllover toempower401ktake 20inboundcallsmake 30outboundcallshave 20minuteconversationrefer totaxadvisoropenbrokerageIRAuncoveroutsideassetsset anappointmentfor retirementgoaldiscussiontake 30inboundcallsOpenpremierIRAtake 20inboundask 5 openendedquestionsin a callfind out PPT'sfirst postretirementplan/celebrationOpenPremierIRAask 3 openendedquestionsin 1 callmake 20outboundcallsspeakwith PPTspouse onlinesendform topptfree!SIPcashoutintroduce todistributionsadvicerollover toexistingIRASIProllover toempower401ktake 20inboundcallsmake 30outboundcallshave 20minuteconversation

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