AppreciateClient'sBusinessIt'sEASYLeverageSecureMessageAssistwith TOAonlineFollowupwith aclientRMDHelp LiftCVRCRestrictionPOA /ViewOnlyOnecall/chatresolutionStandandWorkEntera LeadFundTransferStatusShowTaxFormsExplain theDifferenceBetweenIRAsStraight0SurveyUseGlancewith aClientreinvestdiv/updatetax onlineCheckAdditionalNeedsEstablishMoneyLinkFees andMinimumsRecognizeLife EventBankInquiriesStraight10SurveyUseGroupChatsClientuses yournameOwnershipStatementWebsiteNavigationBring uptheLearningCenterClientFirstAppreciateClient'sBusinessIt'sEASYLeverageSecureMessageAssistwith TOAonlineFollowupwith aclientRMDHelp LiftCVRCRestrictionPOA /ViewOnlyOnecall/chatresolutionStandandWorkEntera LeadFundTransferStatusShowTaxFormsExplain theDifferenceBetweenIRAsStraight0SurveyUseGlancewith aClientreinvestdiv/updatetax onlineCheckAdditionalNeedsEstablishMoneyLinkFees andMinimumsRecognizeLife EventBankInquiriesStraight10SurveyUseGroupChatsClientuses yournameOwnershipStatementWebsiteNavigationBring uptheLearningCenterClientFirst

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