UseGroupChatsLeverageSecureMessageFundTransferStatusEstablishMoneyLinkUseGlancewith aClientCheckAdditionalNeedsWebsiteNavigationHelp LiftCVRCRestrictionClientFirstAppreciateClient'sBusinessreinvestdiv/updatetax onlineEntera LeadShowTaxFormsBankInquiriesStraight10SurveyFees andMinimumsPOA /ViewOnlyRMDOnecall/chatresolutionFollowupwith aclientOwnershipStatementIt'sEASYExplain theDifferenceBetweenIRAsAssistwith TOAonlineClientuses yournameStandandWorkRecognizeLife EventBring uptheLearningCenterStraight0SurveyUseGroupChatsLeverageSecureMessageFundTransferStatusEstablishMoneyLinkUseGlancewith aClientCheckAdditionalNeedsWebsiteNavigationHelp LiftCVRCRestrictionClientFirstAppreciateClient'sBusinessreinvestdiv/updatetax onlineEntera LeadShowTaxFormsBankInquiriesStraight10SurveyFees andMinimumsPOA /ViewOnlyRMDOnecall/chatresolutionFollowupwith aclientOwnershipStatementIt'sEASYExplain theDifferenceBetweenIRAsAssistwith TOAonlineClientuses yournameStandandWorkRecognizeLife EventBring uptheLearningCenterStraight0Survey

ESW1 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. Use Group Chats
  2. Leverage Secure Message
  3. Fund Transfer Status
  4. Establish MoneyLink
  5. Use Glance with a Client
  6. Check Additional Needs
  7. Website Navigation
  8. Help Lift CVRC Restriction
  9. Client First
  10. Appreciate Client's Business
  11. reinvest div/update tax online
  12. Enter a Lead
  13. Show Tax Forms
  14. Bank Inquiries
  15. Straight 10 Survey
  16. Fees and Minimums
  17. POA / View Only
  18. RMD
  19. One call/chat resolution
  20. Followup with a client
  21. Ownership Statement
  22. It's EASY
  23. Explain the Difference Between IRAs
  24. Assist with TOA online
  25. Client uses your name
  26. Stand and Work
  27. Recognize Life Event
  28. Bring up the Learning Center
  29. Straight 0 Survey