Set up 1 IPSappointmentBooktime withGary LuOpen 1 IPSAccount (IRA, 529,rollover, transfer,Pac Life, Jackson,Brokerage,Advisory) Run 1ECRMcampaignAdd in apositivenote in ourTeams ChatCreate 1IPSOpportunityin ECRMFind 1person/caseto bring tonext meetingBook timewith ToddWilliamsSet up 1 IPSappointmentBooktime withGary LuOpen 1 IPSAccount (IRA, 529,rollover, transfer,Pac Life, Jackson,Brokerage,Advisory) Run 1ECRMcampaignAdd in apositivenote in ourTeams ChatCreate 1IPSOpportunityin ECRMFind 1person/caseto bring tonext meetingBook timewith ToddWilliams

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