AppreciateClient'sBusinessBring uptheLearningCenterRMDPOA /ViewOnlyEstablishMoneyLinkStraight10SurveyCheckAdditionalNeedsStandandWorkUseGlancewith aClientFees andMinimumsOwnershipStatementAssistwith TOAonlineBankInquiriesShowTaxFormsUseGroupChatsLeverageSecureMessageIt'sEASYOnecall/chatresolutionClientFirstFollowupwith aclientHelp LiftCVRCRestrictionFundTransferStatusreinvestdiv/updatetax onlineStraight0SurveyExplain theDifferenceBetweenIRAsEntera LeadRecognizeLife EventClientuses yournameWebsiteNavigationAppreciateClient'sBusinessBring uptheLearningCenterRMDPOA /ViewOnlyEstablishMoneyLinkStraight10SurveyCheckAdditionalNeedsStandandWorkUseGlancewith aClientFees andMinimumsOwnershipStatementAssistwith TOAonlineBankInquiriesShowTaxFormsUseGroupChatsLeverageSecureMessageIt'sEASYOnecall/chatresolutionClientFirstFollowupwith aclientHelp LiftCVRCRestrictionFundTransferStatusreinvestdiv/updatetax onlineStraight0SurveyExplain theDifferenceBetweenIRAsEntera LeadRecognizeLife EventClientuses yournameWebsiteNavigation

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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
  1. Appreciate Client's Business
  2. Bring up the Learning Center
  3. RMD
  4. POA / View Only
  5. Establish MoneyLink
  6. Straight 10 Survey
  7. Check Additional Needs
  8. Stand and Work
  9. Use Glance with a Client
  10. Fees and Minimums
  11. Ownership Statement
  12. Assist with TOA online
  13. Bank Inquiries
  14. Show Tax Forms
  15. Use Group Chats
  16. Leverage Secure Message
  17. It's EASY
  18. One call/chat resolution
  19. Client First
  20. Followup with a client
  21. Help Lift CVRC Restriction
  22. Fund Transfer Status
  23. reinvest div/update tax online
  24. Straight 0 Survey
  25. Explain the Difference Between IRAs
  26. Enter a Lead
  27. Recognize Life Event
  28. Client uses your name
  29. Website Navigation