Schedule anadvicesession fora participantReceive anunsolicitedVM fromparticipant(s)Today ILearnedSubmit aNIGO toIGO task(PIN)Call NSLwith a #validquestion(PIN)Respond to achat/questionfrom acolleagueUNRunder5:00 minsweeklyCompleted2 differentStretches atyour deskTeam RTC> TeamRockwellweeklyCalldocumentevery callduring theweekComplete afollow-up callto aparticipant(PIN)Submit avalid RICreferralF9 NCCRetirementIncome Planningdocument 3times during adayTeam metgoal under12:00 AHTweeklySubmitted Non-ERISAform(Blue NCCbutton) toprocessing forcustomerAsk foroutsideassetsduring anRMD call1VoicemailKudosAsk aboutOutsideAssets 5Times duringthe day (PIN)Receivea WOW!AlertAsk foroutside assetsbringing upinvestmentmixACWunder1:15weeklyCheckbeneficiariesat least 10timesRTC2.50%weeklySend aRII to aparticipant(PIN)Schedule anadvicesession fora participantReceive anunsolicitedVM fromparticipant(s)Today ILearnedSubmit aNIGO toIGO task(PIN)Call NSLwith a #validquestion(PIN)Respond to achat/questionfrom acolleagueUNRunder5:00 minsweeklyCompleted2 differentStretches atyour deskTeam RTC> TeamRockwellweeklyCalldocumentevery callduring theweekComplete afollow-up callto aparticipant(PIN)Submit avalid RICreferralF9 NCCRetirementIncome Planningdocument 3times during adayTeam metgoal under12:00 AHTweeklySubmitted Non-ERISAform(Blue NCCbutton) toprocessing forcustomerAsk foroutsideassetsduring anRMD call1VoicemailKudosAsk aboutOutsideAssets 5Times duringthe day (PIN)Receivea WOW!AlertAsk foroutside assetsbringing upinvestmentmixACWunder1:15weeklyCheckbeneficiariesat least 10timesRTC2.50%weeklySend aRII to aparticipant(PIN)

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