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