Submit aValid RICReferralRespond to achat/questionfrom acolleagueComplete 2differentstretches atyour deskReceivea WOW!AlertVOC >TeamClarkweeklyTeam RTC> TeamRockwellweeklyCall NSLwith a #validquestion(PIN)Calldocumentevery callduring theweekSubmitted Non-ERISAForm(BlueNCC button) toprocessing forcustomerACWunder1:15weekly1VoicemailKudosAsk aboutoutside assetsbringing upinvestmentmixTeam metgoal under12:00 AHTTeammet goalabove2.50% RTCToday ILearnedParticipatein theBingoGameAsk aboutOutsideAssets 5Times duringthe day (PIN)Submit aNIGO toIGO task(PIN)Complete afollow-up callto aparticipant(PIN)Schedule anadvicesession fora participantReceive anunsolicitedVM fromParticipantCheckBeneficiariesat least 10times duringthe dayUNRunder5:00 minsweeklyF9 NCCRetirementIncome Planningdocument 3times during adaySubmit aValid RICReferralRespond to achat/questionfrom acolleagueComplete 2differentstretches atyour deskReceivea WOW!AlertVOC >TeamClarkweeklyTeam RTC> TeamRockwellweeklyCall NSLwith a #validquestion(PIN)Calldocumentevery callduring theweekSubmitted Non-ERISAForm(BlueNCC button) toprocessing forcustomerACWunder1:15weekly1VoicemailKudosAsk aboutoutside assetsbringing upinvestmentmixTeam metgoal under12:00 AHTTeammet goalabove2.50% RTCToday ILearnedParticipatein theBingoGameAsk aboutOutsideAssets 5Times duringthe day (PIN)Submit aNIGO toIGO task(PIN)Complete afollow-up callto aparticipant(PIN)Schedule anadvicesession fora participantReceive anunsolicitedVM fromParticipantCheckBeneficiariesat least 10times duringthe dayUNRunder5:00 minsweeklyF9 NCCRetirementIncome Planningdocument 3times during aday

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