Explainhow toapply for aTINCall aClient togo overNIGONonPrototypeAccountRe-Reg"What areyour plansfor theseassets?"FamilyFeudResolve aNIGO byLinkingWorkitemsBusinessAccountRe-RegKeoghPlanRe-RegLink aFaxA DayWithoutCallingHDBring foodin for yourteamExplainCostBasis to aClient2GuidanceLeads in 1DayWorkanotherCM NIGOCaseSpousalRolloverHSAAccountInternationalor DomesticSPSAccountCreateTFRCHGREGUncoverOutsideAssets"Whereare you inthe estateprocess?"Split ATrustClose aTFRINHRITAbandonedPropertySuccessfulContactSendNIGOLetterExplainhow toapply for aTINCall aClient togo overNIGONonPrototypeAccountRe-Reg"What areyour plansfor theseassets?"FamilyFeudResolve aNIGO byLinkingWorkitemsBusinessAccountRe-RegKeoghPlanRe-RegLink aFaxA DayWithoutCallingHDBring foodin for yourteamExplainCostBasis to aClient2GuidanceLeads in 1DayWorkanotherCM NIGOCaseSpousalRolloverHSAAccountInternationalor DomesticSPSAccountCreateTFRCHGREGUncoverOutsideAssets"Whereare you inthe estateprocess?"Split ATrustClose aTFRINHRITAbandonedPropertySuccessfulContactSendNIGOLetter

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.


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