EstablishMoneyLinkreinvestdiv/updatetax onlineFees andMinimumsExplain theDifferenceBetweenIRAsUseGlancewith aClientCheckAdditionalNeedsStandandWorkShowTaxFormsRecognizeLife EventLeverageSecureMessageClientFirstBankInquiriesHelp LiftCVRCRestrictionAppreciateClient'sBusinessStraight10SurveyFundTransferStatusEntera LeadRMDAssistwith TOAonlineOnecall/chatresolutionBring uptheLearningCenterUseGroupChatsIt'sEASYPOA /ViewOnlyClientuses yournameWebsiteNavigationStraight0SurveyFollowupwith aclientOwnershipStatementEstablishMoneyLinkreinvestdiv/updatetax onlineFees andMinimumsExplain theDifferenceBetweenIRAsUseGlancewith aClientCheckAdditionalNeedsStandandWorkShowTaxFormsRecognizeLife EventLeverageSecureMessageClientFirstBankInquiriesHelp LiftCVRCRestrictionAppreciateClient'sBusinessStraight10SurveyFundTransferStatusEntera LeadRMDAssistwith TOAonlineOnecall/chatresolutionBring uptheLearningCenterUseGroupChatsIt'sEASYPOA /ViewOnlyClientuses yournameWebsiteNavigationStraight0SurveyFollowupwith aclientOwnershipStatement

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