Bring foodin for yourteamNonPrototypeAccountRe-Reg"What areyour plansfor theseassets?"UncoverOutsideAssetsSendNIGOLetterAbandonedPropertySuccessfulContactExplainCostBasis to aClientResolve aNIGO byLinkingWorkitemsWorkanotherCM NIGOCaseHSAAccountCreateTFRCHGREGSplit ATrustKeoghPlanRe-RegExplainhow toapply for aTIN2GuidanceLeads in 1DayInternationalor DomesticSPSAccountSpousalRolloverA DayWithoutCallingHD"Whereare you inthe estateprocess?"BusinessAccountRe-RegLink aFaxCall aClient togo overNIGOClose aTFRINHRITFamilyFeudBring foodin for yourteamNonPrototypeAccountRe-Reg"What areyour plansfor theseassets?"UncoverOutsideAssetsSendNIGOLetterAbandonedPropertySuccessfulContactExplainCostBasis to aClientResolve aNIGO byLinkingWorkitemsWorkanotherCM NIGOCaseHSAAccountCreateTFRCHGREGSplit ATrustKeoghPlanRe-RegExplainhow toapply for aTIN2GuidanceLeads in 1DayInternationalor DomesticSPSAccountSpousalRolloverA DayWithoutCallingHD"Whereare you inthe estateprocess?"BusinessAccountRe-RegLink aFaxCall aClient togo overNIGOClose aTFRINHRITFamilyFeud

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