StandandWorkStraight10SurveyAssistwith TOAonlineRMDOwnershipStatementWebsiteNavigationFollowupwith aclientOnecall/chatresolutionBring uptheLearningCenterCheckAdditionalNeedsAppreciateClient'sBusinessreinvestdiv/updatetax onlineIt'sEASYStraight0SurveyUseGroupChatsShowTaxFormsHelp LiftCVRCRestrictionUseGlancewith aClientEntera LeadPOA /ViewOnlyExplain theDifferenceBetweenIRAsBankInquiriesEstablishMoneyLinkRecognizeLife EventClientFirstFees andMinimumsClientuses yournameFundTransferStatusLeverageSecureMessageStandandWorkStraight10SurveyAssistwith TOAonlineRMDOwnershipStatementWebsiteNavigationFollowupwith aclientOnecall/chatresolutionBring uptheLearningCenterCheckAdditionalNeedsAppreciateClient'sBusinessreinvestdiv/updatetax onlineIt'sEASYStraight0SurveyUseGroupChatsShowTaxFormsHelp LiftCVRCRestrictionUseGlancewith aClientEntera LeadPOA /ViewOnlyExplain theDifferenceBetweenIRAsBankInquiriesEstablishMoneyLinkRecognizeLife EventClientFirstFees andMinimumsClientuses yournameFundTransferStatusLeverageSecureMessage

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