Straight10SurveyFees andMinimumsExplain theDifferenceBetweenIRAsWebsiteNavigationIt'sEASYClientFirstEstablishMoneyLinkEntera LeadAssistwith TOAonlineStraight0SurveyLeverageSecureMessageFollowupwith aclientRMDAppreciateClient'sBusinessUseGroupChatsFundTransferStatusBankInquiriesCheckAdditionalNeedsreinvestdiv/updatetax onlineStandandWorkClientuses yournameShowTaxFormsOnecall/chatresolutionUseGlancewith aClientRecognizeLife EventBring uptheLearningCenterHelp LiftCVRCRestrictionPOA /ViewOnlyOwnershipStatementStraight10SurveyFees andMinimumsExplain theDifferenceBetweenIRAsWebsiteNavigationIt'sEASYClientFirstEstablishMoneyLinkEntera LeadAssistwith TOAonlineStraight0SurveyLeverageSecureMessageFollowupwith aclientRMDAppreciateClient'sBusinessUseGroupChatsFundTransferStatusBankInquiriesCheckAdditionalNeedsreinvestdiv/updatetax onlineStandandWorkClientuses yournameShowTaxFormsOnecall/chatresolutionUseGlancewith aClientRecognizeLife EventBring uptheLearningCenterHelp LiftCVRCRestrictionPOA /ViewOnlyOwnershipStatement

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