CreateTFRCHGREGCall aClient togo overNIGOSendNIGOLetterWorkanotherCM NIGOCaseInternationalor DomesticSPSAccount"Whereare you inthe estateprocess?"A DayWithoutCallingHDResolve aNIGO byLinkingWorkitemsSplit ATrustBusinessAccountRe-RegAbandonedPropertySuccessfulContactFamilyFeudExplainhow toapply for aTINNonPrototypeAccountRe-RegHSAAccountClose aTFRINHRIT"What areyour plansfor theseassets?"Link aFaxUncoverOutsideAssetsBring foodin for yourteamSpousalRollover2GuidanceLeads in 1DayKeoghPlanRe-RegExplainCostBasis to aClientCreateTFRCHGREGCall aClient togo overNIGOSendNIGOLetterWorkanotherCM NIGOCaseInternationalor DomesticSPSAccount"Whereare you inthe estateprocess?"A DayWithoutCallingHDResolve aNIGO byLinkingWorkitemsSplit ATrustBusinessAccountRe-RegAbandonedPropertySuccessfulContactFamilyFeudExplainhow toapply for aTINNonPrototypeAccountRe-RegHSAAccountClose aTFRINHRIT"What areyour plansfor theseassets?"Link aFaxUncoverOutsideAssetsBring foodin for yourteamSpousalRollover2GuidanceLeads in 1DayKeoghPlanRe-RegExplainCostBasis to aClient

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