OpenpremierIRAfree!have 20minuteconversationtake 20inboundOpenPremierIRAuncoveroutsideassetsintroduce todistributionsadvicemake 30outboundcallscashoutopenbrokerageIRAmake 20outboundcallstake 20inboundcallsSIPspeakwith PPTspouse onlinerollover toempower401krollover toexistingIRAask 5 openendedquestionsin a callset anappointmentfor retirementgoaldiscussionSIPsendform topptfind out PPT'sfirst postretirementplan/celebrationrefer totaxadvisorask 3 openendedquestionsin 1 calltake 30inboundcallsOpenpremierIRAfree!have 20minuteconversationtake 20inboundOpenPremierIRAuncoveroutsideassetsintroduce todistributionsadvicemake 30outboundcallscashoutopenbrokerageIRAmake 20outboundcallstake 20inboundcallsSIPspeakwith PPTspouse onlinerollover toempower401krollover toexistingIRAask 5 openendedquestionsin a callset anappointmentfor retirementgoaldiscussionSIPsendform topptfind out PPT'sfirst postretirementplan/celebrationrefer totaxadvisorask 3 openendedquestionsin 1 calltake 30inboundcalls

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