reinvestdiv/updatetax onlineFollowupwith aclientShowTaxFormsAssistwith TOAonlineBring uptheLearningCenterStraight10SurveyOnecall/chatresolutionPOA /ViewOnlyAppreciateClient'sBusinessRecognizeLife EventEstablishMoneyLinkEntera LeadStandandWorkExplain theDifferenceBetweenIRAsClientuses yournameWebsiteNavigationClientFirstBankInquiriesHelp LiftCVRCRestrictionStraight0SurveyFees andMinimumsLeverageSecureMessageUseGlancewith aClientUseGroupChatsFundTransferStatusRMDCheckAdditionalNeedsOwnershipStatementIt'sEASYreinvestdiv/updatetax onlineFollowupwith aclientShowTaxFormsAssistwith TOAonlineBring uptheLearningCenterStraight10SurveyOnecall/chatresolutionPOA /ViewOnlyAppreciateClient'sBusinessRecognizeLife EventEstablishMoneyLinkEntera LeadStandandWorkExplain theDifferenceBetweenIRAsClientuses yournameWebsiteNavigationClientFirstBankInquiriesHelp LiftCVRCRestrictionStraight0SurveyFees andMinimumsLeverageSecureMessageUseGlancewith aClientUseGroupChatsFundTransferStatusRMDCheckAdditionalNeedsOwnershipStatementIt'sEASY

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