AppreciateClient'sBusinessExplain theDifferenceBetweenIRAsClientFirstOwnershipStatementOnecall/chatresolutionWebsiteNavigationLeverageSecureMessageStandandWorkEstablishMoneyLinkFollowupwith aclientStraight0SurveyHelp LiftCVRCRestrictionUseGlancewith aClientRMDPOA /ViewOnlyBankInquiriesCheckAdditionalNeedsreinvestdiv/updatetax onlineStraight10SurveyShowTaxFormsUseGroupChatsRecognizeLife EventBring uptheLearningCenterAssistwith TOAonlineClientuses yournameFees andMinimumsFundTransferStatusEntera LeadIt'sEASYAppreciateClient'sBusinessExplain theDifferenceBetweenIRAsClientFirstOwnershipStatementOnecall/chatresolutionWebsiteNavigationLeverageSecureMessageStandandWorkEstablishMoneyLinkFollowupwith aclientStraight0SurveyHelp LiftCVRCRestrictionUseGlancewith aClientRMDPOA /ViewOnlyBankInquiriesCheckAdditionalNeedsreinvestdiv/updatetax onlineStraight10SurveyShowTaxFormsUseGroupChatsRecognizeLife EventBring uptheLearningCenterAssistwith TOAonlineClientuses yournameFees andMinimumsFundTransferStatusEntera LeadIt'sEASY

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