Find 1person/caseto bring tonext meetingRun 1ECRMcampaignSet up 1 IPSappointmentBook timewith ToddWilliamsBooktime withGary LuCreate 1IPSOpportunityin ECRMOpen 1 IPSAccount (IRA, 529,rollover, transfer,Pac Life, Jackson,Brokerage,Advisory) Add in apositivenote in ourTeams ChatFind 1person/caseto bring tonext meetingRun 1ECRMcampaignSet up 1 IPSappointmentBook timewith ToddWilliamsBooktime withGary LuCreate 1IPSOpportunityin ECRMOpen 1 IPSAccount (IRA, 529,rollover, transfer,Pac Life, Jackson,Brokerage,Advisory) Add in apositivenote in ourTeams Chat

IPS Bingo Spring - 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. Find 1 person/case to bring to next meeting
  2. Run 1 ECRM campaign
  3. Set up 1 IPS appointment
  4. Book time with Todd Williams
  5. Book time with Gary Lu
  6. Create 1 IPS Opportunity in ECRM
  7. Open 1 IPS Account (IRA, 529, rollover, transfer, Pac Life, Jackson, Brokerage, Advisory)
  8. Add in a positive note in our Teams Chat