Book timewith ToddWilliamsCreate 1IPSOpportunityin ECRMBooktime withGary LuFind 1person/caseto bring tonext meetingOpen 1 IPSAccount (IRA, 529,rollover, transfer,Pac Life, Jackson,Brokerage,Advisory) Set up 1 IPSappointmentAdd in apositivenote in ourTeams ChatRun 1ECRMcampaignBook timewith ToddWilliamsCreate 1IPSOpportunityin ECRMBooktime withGary LuFind 1person/caseto bring tonext meetingOpen 1 IPSAccount (IRA, 529,rollover, transfer,Pac Life, Jackson,Brokerage,Advisory) Set up 1 IPSappointmentAdd in apositivenote in ourTeams ChatRun 1ECRMcampaign

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