Find 1person/caseto bring tonext meetingSet up 1 IPSappointmentBook timewith ToddWilliamsRun 1ECRMcampaignAdd in apositivenote in ourTeams ChatBooktime withGary LuCreate 1IPSOpportunityin ECRMOpen 1 IPSAccount (IRA, 529,rollover, transfer,Pac Life, Jackson,Brokerage,Advisory) Find 1person/caseto bring tonext meetingSet up 1 IPSappointmentBook timewith ToddWilliamsRun 1ECRMcampaignAdd in apositivenote in ourTeams ChatBooktime withGary LuCreate 1IPSOpportunityin ECRMOpen 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. Find 1 person/case to bring to next meeting
  2. Set up 1 IPS appointment
  3. Book time with Todd Williams
  4. Run 1 ECRM campaign
  5. Add in a positive note in our Teams Chat
  6. Book time with Gary Lu
  7. Create 1 IPS Opportunity in ECRM
  8. Open 1 IPS Account (IRA, 529, rollover, transfer, Pac Life, Jackson, Brokerage, Advisory)