Enter a Lead Stand and Work Client uses your name reinvest div/update tax online Ownership Statement Fund Transfer Status Check Additional Needs Use Glance with a Client Appreciate Client's Business Followup with a client Straight 10 Survey Help Lift CVRC Restriction Website Navigation Use Group Chats Client First Recognize Life Event POA / View Only Show Tax Forms Assist with TOA online Leverage Secure Message Straight 0 Survey Bank Inquiries Fees and Minimums It's EASY One call/chat resolution RMD Bring up the Learning Center Explain the Difference Between IRAs Establish MoneyLink Enter a Lead Stand and Work Client uses your name reinvest div/update tax online Ownership Statement Fund Transfer Status Check Additional Needs Use Glance with a Client Appreciate Client's Business Followup with a client Straight 10 Survey Help Lift CVRC Restriction Website Navigation Use Group Chats Client First Recognize Life Event POA / View Only Show Tax Forms Assist with TOA online Leverage Secure Message Straight 0 Survey Bank Inquiries Fees and Minimums It's EASY One call/chat resolution RMD Bring up the Learning Center Explain the Difference Between IRAs Establish MoneyLink
(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.
Enter a Lead
Stand and Work
Client uses your name
reinvest div/update tax online
Ownership Statement
Fund Transfer Status
Check Additional Needs
Use Glance with a Client
Appreciate Client's
Business
Followup with a client
Straight 10 Survey
Help Lift CVRC Restriction
Website Navigation
Use Group Chats
Client First
Recognize Life Event
POA / View Only
Show
Tax Forms
Assist with TOA online
Leverage Secure Message
Straight 0 Survey
Bank Inquiries
Fees and Minimums
It's EASY
One call/chat resolution
RMD
Bring up the Learning Center
Explain the Difference Between IRAs
Establish MoneyLink