ShowTaxFormsBankInquiriesExplain theDifferenceBetweenIRAsUseGlancewith aClientEstablishMoneyLinkStandandWorkFollowupwith aclientAssistwith TOAonlineLeverageSecureMessageIt'sEASYFundTransferStatusOnecall/chatresolutionBring uptheLearningCenterClientuses yournameClientFirstRecognizeLife EventUseGroupChatsAppreciateClient'sBusinessHelp LiftCVRCRestrictionCheckAdditionalNeedsFees andMinimumsStraight0Surveyreinvestdiv/updatetax onlinePOA /ViewOnlyRMDEntera LeadWebsiteNavigationOwnershipStatementStraight10SurveyShowTaxFormsBankInquiriesExplain theDifferenceBetweenIRAsUseGlancewith aClientEstablishMoneyLinkStandandWorkFollowupwith aclientAssistwith TOAonlineLeverageSecureMessageIt'sEASYFundTransferStatusOnecall/chatresolutionBring uptheLearningCenterClientuses yournameClientFirstRecognizeLife EventUseGroupChatsAppreciateClient'sBusinessHelp LiftCVRCRestrictionCheckAdditionalNeedsFees andMinimumsStraight0Surveyreinvestdiv/updatetax onlinePOA /ViewOnlyRMDEntera LeadWebsiteNavigationOwnershipStatementStraight10Survey

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