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