Book timewith ToddWilliamsBooktime withGary LuOpen 1 IPSAccount (IRA, 529,rollover, transfer,Pac Life, Jackson,Brokerage,Advisory) Add in apositivenote in ourTeams ChatCreate 1IPSOpportunityin ECRMRun 1ECRMcampaignSet up 1 IPSappointmentFind 1person/caseto bring tonext meetingBook timewith ToddWilliamsBooktime withGary LuOpen 1 IPSAccount (IRA, 529,rollover, transfer,Pac Life, Jackson,Brokerage,Advisory) Add in apositivenote in ourTeams ChatCreate 1IPSOpportunityin ECRMRun 1ECRMcampaignSet up 1 IPSappointmentFind 1person/caseto bring tonext meeting

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