Entera LeadStandandWorkClientuses yournamereinvestdiv/updatetax onlineOwnershipStatementFundTransferStatusCheckAdditionalNeedsUseGlancewith aClientAppreciateClient'sBusinessFollowupwith aclientStraight10SurveyHelp LiftCVRCRestrictionWebsiteNavigationUseGroupChatsClientFirstRecognizeLife EventPOA /ViewOnlyShowTaxFormsAssistwith TOAonlineLeverageSecureMessageStraight0SurveyBankInquiriesFees andMinimumsIt'sEASYOnecall/chatresolutionRMDBring uptheLearningCenterExplain theDifferenceBetweenIRAsEstablishMoneyLinkEntera LeadStandandWorkClientuses yournamereinvestdiv/updatetax onlineOwnershipStatementFundTransferStatusCheckAdditionalNeedsUseGlancewith aClientAppreciateClient'sBusinessFollowupwith aclientStraight10SurveyHelp LiftCVRCRestrictionWebsiteNavigationUseGroupChatsClientFirstRecognizeLife EventPOA /ViewOnlyShowTaxFormsAssistwith TOAonlineLeverageSecureMessageStraight0SurveyBankInquiriesFees andMinimumsIt'sEASYOnecall/chatresolutionRMDBring uptheLearningCenterExplain theDifferenceBetweenIRAsEstablishMoneyLink

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