RTC2.50%weeklyToday ILearnedSubmit aNIGO toIGO task(PIN)Call NSLwith a #validquestion(PIN)Schedule anadvicesession fora participantSubmitted Non-ERISAform(Blue NCCbutton) toprocessing forcustomerSubmit avalid RICreferralRespond to achat/questionfrom acolleagueComplete afollow-up callto aparticipant(PIN)F9 NCCRetirementIncome Planningdocument 3times during adayCompleted2 differentStretches atyour deskAsk aboutOutsideAssets 5Times duringthe day (PIN)Calldocumentevery callduring theweek1VoicemailKudosReceive anunsolicitedVM fromparticipant(s)Team RTC> TeamRockwellweeklySend aRII to aparticipant(PIN)ACWunder1:15weeklyUNRunder5:00 minsweeklyAsk foroutsideassetsduring anRMD callTeam metgoal under12:00 AHTweeklyAsk foroutside assetsbringing upinvestmentmixReceivea WOW!AlertCheckbeneficiariesat least 10timesRTC2.50%weeklyToday ILearnedSubmit aNIGO toIGO task(PIN)Call NSLwith a #validquestion(PIN)Schedule anadvicesession fora participantSubmitted Non-ERISAform(Blue NCCbutton) toprocessing forcustomerSubmit avalid RICreferralRespond to achat/questionfrom acolleagueComplete afollow-up callto aparticipant(PIN)F9 NCCRetirementIncome Planningdocument 3times during adayCompleted2 differentStretches atyour deskAsk aboutOutsideAssets 5Times duringthe day (PIN)Calldocumentevery callduring theweek1VoicemailKudosReceive anunsolicitedVM fromparticipant(s)Team RTC> TeamRockwellweeklySend aRII to aparticipant(PIN)ACWunder1:15weeklyUNRunder5:00 minsweeklyAsk foroutsideassetsduring anRMD callTeam metgoal under12:00 AHTweeklyAsk foroutside assetsbringing upinvestmentmixReceivea WOW!AlertCheckbeneficiariesat least 10times

TEAM WELLS - Call List

(Print) Use this randomly generated list as your call list when playing the game. 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
O
2
B
3
I
4
I
5
G
6
O
7
G
8
B
9
B
10
N
11
O
12
I
13
G
14
I
15
G
16
G
17
N
18
B
19
I
20
O
21
N
22
B
23
O
24
N
  1. O-RTC 2.50% weekly
  2. B-Today I Learned
  3. I-Submit a NIGO to IGO task (PIN)
  4. I-Call NSL with a #valid question (PIN)
  5. G-Schedule an advice session for a participant
  6. O-Submitted Non-ERISA form(Blue NCC button) to processing for customer
  7. G-Submit a valid RIC referral
  8. B-Respond to a chat/question from a colleague
  9. B-Complete a follow-up call to a participant (PIN)
  10. N-F9 NCC Retirement Income Planning document 3 times during a day
  11. O-Completed 2 different Stretches at your desk
  12. I-Ask about Outside Assets 5 Times during the day (PIN)
  13. G-Call document every call during the week
  14. I-1 Voicemail Kudos
  15. G-Receive an unsolicited VM from participant(s)
  16. G-Team RTC > Team Rockwell weekly
  17. N-Send a RII to a participant (PIN)
  18. B-ACW under 1:15 weekly
  19. I-UNR under 5:00 mins weekly
  20. O-Ask for outside assets during an RMD call
  21. N-Team met goal under 12:00 AHT weekly
  22. B-Ask for outside assets bringing up investment mix
  23. O-Receive a WOW! Alert
  24. N-Check beneficiaries at least 10 times