Roll-inLead#1Used yourEngageStatementTalked toa clientfrom FLIRALead#2Talked toa BoeingclientSaid "IRecommend"to a clientTalked toaDominionclientRetention#2Had AGST$convoDetermineda client'sgoalTalked to aclient who'sname isJohnIntroduceyourself toa new hireas of 9/11Retention#3IRALead#1BranchReferral#1BranchReferral#2Talk toa FordClientRetention#1Roll-inLeadListened toone of yourcalls andsend XtinafeedbackCompletea SaleskeyProficiencyMasterPALeadPALeadEnrollment#1Roll-inLead#1Used yourEngageStatementTalked toa clientfrom FLIRALead#2Talked toa BoeingclientSaid "IRecommend"to a clientTalked toaDominionclientRetention#2Had AGST$convoDetermineda client'sgoalTalked to aclient who'sname isJohnIntroduceyourself toa new hireas of 9/11Retention#3IRALead#1BranchReferral#1BranchReferral#2Talk toa FordClientRetention#1Roll-inLeadListened toone of yourcalls andsend XtinafeedbackCompletea SaleskeyProficiencyMasterPALeadPALeadEnrollment#1

FE Advisor 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. Roll-in Lead #1
  2. Used your Engage Statement
  3. Talked to a client from FL
  4. IRA Lead #2
  5. Talked to a Boeing client
  6. Said "I Recommend" to a client
  7. Talked to a Dominion client
  8. Retention #2
  9. Had A GST$ convo
  10. Determined a client's goal
  11. Talked to a client who's name is John
  12. Introduce yourself to a new hire as of 9/11
  13. Retention #3
  14. IRA Lead #1
  15. Branch Referral #1
  16. Branch Referral #2
  17. Talk to a Ford Client
  18. Retention #1
  19. Roll-in Lead
  20. Listened to one of your calls and send Xtina feedback
  21. Complete a Saleskey Proficiency Master
  22. PA Lead
  23. PA Lead
  24. Enrollment #1