EducateParticipant onRelevant Optionsfor theirTransaction 5times during a daySubmit aNIGO toIGO task(PIN)Uncoverunderlyingreason fortransactions 5times during adaySchedule anadvicesession fora participantVOC >TeamRockwellweeklyTeam metgoal under1:30 ACWweeklyI worked for adecoratingcompany for 7years beforegoing intofinance Clearlyframe callsas needed 5times a dayI lived inanothercountry for5 years RTC2.50%weeklyRespond to achat/questionfrom acolleagueI tore myACL inhighschoolUNRunder5:00 minsweeklyTeam ACW< TeamClarkweeklyToday ILearnedUsed tobe activein DogRescueSend aRII to aparticipant(PIN)Submitted Non-ERISAform(Blue NCCbutton) toprocessing forcustomerCall NSLwith a#validquestionF9 NCCRetirementIncomePlanningdocumentSubmitted Non-ERISAform(Blue NCCbutton) toprocessing forcustomerF9 How toAdd/EditBeneficiariesAmateurBanjoplayerAsk foroutsideassetsduringenrollmentEducateParticipant onRelevant Optionsfor theirTransaction 5times during a daySubmit aNIGO toIGO task(PIN)Uncoverunderlyingreason fortransactions 5times during adaySchedule anadvicesession fora participantVOC >TeamRockwellweeklyTeam metgoal under1:30 ACWweeklyI worked for adecoratingcompany for 7years beforegoing intofinance Clearlyframe callsas needed 5times a dayI lived inanothercountry for5 years RTC2.50%weeklyRespond to achat/questionfrom acolleagueI tore myACL inhighschoolUNRunder5:00 minsweeklyTeam ACW< TeamClarkweeklyToday ILearnedUsed tobe activein DogRescueSend aRII to aparticipant(PIN)Submitted Non-ERISAform(Blue NCCbutton) toprocessing forcustomerCall NSLwith a#validquestionF9 NCCRetirementIncomePlanningdocumentSubmitted Non-ERISAform(Blue NCCbutton) toprocessing forcustomerF9 How toAdd/EditBeneficiariesAmateurBanjoplayerAsk foroutsideassetsduringenrollment

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
I
3
I
4
G
5
B
6
O
7
G
8
N
9
I
10
O
11
B
12
N
13
N
14
O
15
O
16
B
17
I
18
I
19
O
20
G
21
B
22
N
23
B
24
G
  1. G-Educate Participant on Relevant Options for their Transaction 5 times during a day
  2. I-Submit a NIGO to IGO task (PIN)
  3. I-Uncover underlying reason for transactions 5 times during a day
  4. G-Schedule an advice session for a participant
  5. B-VOC > Team Rockwell weekly
  6. O-Team met goal under 1:30 ACW weekly
  7. G-I worked for a decorating company for 7 years before going into finance
  8. N-Clearly frame calls as needed 5 times a day
  9. I-I lived in another country for 5 years
  10. O-RTC 2.50% weekly
  11. B-Respond to a chat/question from a colleague
  12. N-I tore my ACL in high school
  13. N-UNR under 5:00 mins weekly
  14. O-Team ACW < Team Clark weekly
  15. O-Today I Learned
  16. B-Used to be active in Dog Rescue
  17. I-Send a RII to a participant (PIN)
  18. I-Submitted Non-ERISA form(Blue NCC button) to processing for customer
  19. O-Call NSL with a #valid question
  20. G-F9 NCC Retirement Income Planning document
  21. B-Submitted Non-ERISA form(Blue NCC button) to processing for customer
  22. N-F9 How to Add/Edit Beneficiaries
  23. B-Amateur Banjo player
  24. G-Ask for outside assets during enrollment