2GuidanceLeads in 1DayUncoverOutsideAssetsAbandonedPropertySuccessfulContactSplit ATrustExplainCostBasis to aClient"What areyour plansfor theseassets?"CreateTFRCHGREGInternationalor DomesticSPSAccountHSAAccountFamilyFeudLink aFaxBusinessAccountRe-RegSendNIGOLetterExplainhow toapply for aTINNonPrototypeAccountRe-RegWorkanotherCM NIGOCaseClose aTFRINHRITBring foodin for yourteam"Whereare you inthe estateprocess?"A DayWithoutCallingHDKeoghPlanRe-RegSpousalRolloverCall aClient togo overNIGOResolve aNIGO byLinkingWorkitems2GuidanceLeads in 1DayUncoverOutsideAssetsAbandonedPropertySuccessfulContactSplit ATrustExplainCostBasis to aClient"What areyour plansfor theseassets?"CreateTFRCHGREGInternationalor DomesticSPSAccountHSAAccountFamilyFeudLink aFaxBusinessAccountRe-RegSendNIGOLetterExplainhow toapply for aTINNonPrototypeAccountRe-RegWorkanotherCM NIGOCaseClose aTFRINHRITBring foodin for yourteam"Whereare you inthe estateprocess?"A DayWithoutCallingHDKeoghPlanRe-RegSpousalRolloverCall aClient togo overNIGOResolve aNIGO byLinkingWorkitems

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