Set up 1 IPSappointmentFind 1person/caseto bring tonext meetingRun 1ECRMcampaignBooktime withGary LuCreate 1IPSOpportunityin ECRMAdd in apositivenote in ourTeams ChatBook timewith ToddWilliamsOpen 1 IPSAccount (IRA, 529,rollover, transfer,Pac Life, Jackson,Brokerage,Advisory) Set up 1 IPSappointmentFind 1person/caseto bring tonext meetingRun 1ECRMcampaignBooktime withGary LuCreate 1IPSOpportunityin ECRMAdd in apositivenote in ourTeams ChatBook timewith ToddWilliamsOpen 1 IPSAccount (IRA, 529,rollover, transfer,Pac Life, Jackson,Brokerage,Advisory) 

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