Ask aboutoutside assetsbringing upinvestmentmixToday ILearnedSubmit aValid RICReferralTeam RTC> TeamRockwellweeklyParticipatein theBingoGameCheckBeneficiariesat least 10times duringthe day1VoicemailKudosVOC >TeamClarkweeklySubmitted Non-ERISAForm(BlueNCC button) toprocessing forcustomerComplete 2differentstretches atyour deskTeam metgoal under12:00 AHTSubmit aNIGO toIGO task(PIN)Respond to achat/questionfrom acolleagueUNRunder5:00 minsweeklyReceivea WOW!AlertReceive anunsolicitedVM fromParticipantF9 NCCRetirementIncome Planningdocument 3times during adayAsk aboutOutsideAssets 5Times duringthe day (PIN)Calldocumentevery callduring theweekCall NSLwith a #validquestion(PIN)Schedule anadvicesession fora participantACWunder1:15weeklyTeammet goalabove2.50% RTCComplete afollow-up callto aparticipant(PIN)Ask aboutoutside assetsbringing upinvestmentmixToday ILearnedSubmit aValid RICReferralTeam RTC> TeamRockwellweeklyParticipatein theBingoGameCheckBeneficiariesat least 10times duringthe day1VoicemailKudosVOC >TeamClarkweeklySubmitted Non-ERISAForm(BlueNCC button) toprocessing forcustomerComplete 2differentstretches atyour deskTeam metgoal under12:00 AHTSubmit aNIGO toIGO task(PIN)Respond to achat/questionfrom acolleagueUNRunder5:00 minsweeklyReceivea WOW!AlertReceive anunsolicitedVM fromParticipantF9 NCCRetirementIncome Planningdocument 3times during adayAsk aboutOutsideAssets 5Times duringthe day (PIN)Calldocumentevery callduring theweekCall NSLwith a #validquestion(PIN)Schedule anadvicesession fora participantACWunder1:15weeklyTeammet goalabove2.50% RTCComplete afollow-up callto aparticipant(PIN)

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