KeoghPlanRe-RegNonPrototypeAccountRe-RegCall aClient togo overNIGOLink aFaxExplainhow toapply for aTINSendNIGOLetterCreateTFRCHGREGUncoverOutsideAssetsSplit ATrust"Whereare you inthe estateprocess?"ExplainCostBasis to aClient2GuidanceLeads in 1DayWorkanotherCM NIGOCaseAbandonedPropertySuccessfulContactBring foodin for yourteamA DayWithoutCallingHDHSAAccountFamilyFeudClose aTFRINHRITInternationalor DomesticSPSAccountBusinessAccountRe-RegSpousalRolloverResolve aNIGO byLinkingWorkitems"What areyour plansfor theseassets?"KeoghPlanRe-RegNonPrototypeAccountRe-RegCall aClient togo overNIGOLink aFaxExplainhow toapply for aTINSendNIGOLetterCreateTFRCHGREGUncoverOutsideAssetsSplit ATrust"Whereare you inthe estateprocess?"ExplainCostBasis to aClient2GuidanceLeads in 1DayWorkanotherCM NIGOCaseAbandonedPropertySuccessfulContactBring foodin for yourteamA DayWithoutCallingHDHSAAccountFamilyFeudClose aTFRINHRITInternationalor DomesticSPSAccountBusinessAccountRe-RegSpousalRolloverResolve aNIGO byLinkingWorkitems"What areyour plansfor theseassets?"

Advanced ISG Bingo - 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. Keogh Plan Re-Reg
  2. Non Prototype Account Re-Reg
  3. Call a Client to go over NIGO
  4. Link a Fax
  5. Explain how to apply for a TIN
  6. Send NIGO Letter
  7. Create TFR CHGREG
  8. Uncover Outside Assets
  9. Split A Trust
  10. "Where are you in the estate process?"
  11. Explain Cost Basis to a Client
  12. 2 Guidance Leads in 1 Day
  13. Work another CM NIGO Case
  14. Abandoned Property Successful Contact
  15. Bring food in for your team
  16. A Day Without Calling HD
  17. HSA Account
  18. Family Feud
  19. Close a TFR INHRIT
  20. International or Domestic SPS Account
  21. Business Account Re-Reg
  22. Spousal Rollover
  23. Resolve a NIGO by Linking Workitems
  24. "What are your plans for these assets?"