Complete 2differentstretches atyour deskComplete afollow-up callto aparticipant(PIN)Team RTC> TeamRockwellweeklyParticipatein theBingoGameUNRunder5:00 minsweeklyVOC >TeamClarkweeklyF9 NCCRetirementIncome Planningdocument 3times during adayCheckBeneficiariesat least 10times duringthe dayACWunder1:15weeklySubmit aNIGO toIGO task(PIN)Receive anunsolicitedVM fromParticipantReceivea WOW!AlertCall NSLwith a #validquestion(PIN)Submitted Non-ERISAForm(BlueNCC button) toprocessing forcustomer1VoicemailKudosTeammet goalabove2.50% RTCSubmit aValid RICReferralToday ILearnedAsk aboutoutside assetsbringing upinvestmentmixTeam metgoal under12:00 AHTRespond to achat/questionfrom acolleagueAsk aboutOutsideAssets 5Times duringthe day (PIN)Calldocumentevery callduring theweekSchedule anadvicesession fora participantComplete 2differentstretches atyour deskComplete afollow-up callto aparticipant(PIN)Team RTC> TeamRockwellweeklyParticipatein theBingoGameUNRunder5:00 minsweeklyVOC >TeamClarkweeklyF9 NCCRetirementIncome Planningdocument 3times during adayCheckBeneficiariesat least 10times duringthe dayACWunder1:15weeklySubmit aNIGO toIGO task(PIN)Receive anunsolicitedVM fromParticipantReceivea WOW!AlertCall NSLwith a #validquestion(PIN)Submitted Non-ERISAForm(BlueNCC button) toprocessing forcustomer1VoicemailKudosTeammet goalabove2.50% RTCSubmit aValid RICReferralToday ILearnedAsk aboutoutside assetsbringing upinvestmentmixTeam metgoal under12:00 AHTRespond to achat/questionfrom acolleagueAsk aboutOutsideAssets 5Times duringthe day (PIN)Calldocumentevery callduring theweekSchedule anadvicesession fora participant

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