(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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Initial call for an IC lead over $500,000
Direct rollover from Fidelity
ACAT transfer of stocks
Client who plans on converting assets into a Roth IRA
Client selects the Wellington AND Wellesley funds
Someone opens Short-Term Bond fund as temporary holding place
Any lead over $90,000
ToRA asset transfer
Direct rollover with brokerage assets (ESOP)
Positive elevate to Dawn or another TL
Somone who is opening a trust account
Call regarding a spouse's account and they're not on the line
You use mutual fund recommendation tool and they open those funds
Sales case shows client has called over 5 times
Any lead under $3,000
Client calls who spoke with an IS in NC previously
Client's user name matches their email address
Client's last name is nearly impossible to pronounce
Institutional client who is opening retail account
Call that lasts over an hour
Random call back from someone you spoke to before
Initial call for an UHNW lead
Open new account without any Target Retirement or money market funds
