RecognizeLife EventClientFirstUseGlancewith aClientStraight0SurveyFollowupwith aclientWebsiteNavigationOnecall/chatresolutionClientuses yournameBankInquiriesAssistwith TOAonlineFundTransferStatusStandandWorkOwnershipStatementCheckAdditionalNeedsExplain theDifferenceBetweenIRAsRMDEntera LeadUseGroupChatsHelp LiftCVRCRestrictionLeverageSecureMessageStraight10SurveyShowTaxFormsAppreciateClient'sBusinessIt'sEASYEstablishMoneyLinkBring uptheLearningCenterPOA /ViewOnlyFees andMinimumsreinvestdiv/updatetax onlineRecognizeLife EventClientFirstUseGlancewith aClientStraight0SurveyFollowupwith aclientWebsiteNavigationOnecall/chatresolutionClientuses yournameBankInquiriesAssistwith TOAonlineFundTransferStatusStandandWorkOwnershipStatementCheckAdditionalNeedsExplain theDifferenceBetweenIRAsRMDEntera LeadUseGroupChatsHelp LiftCVRCRestrictionLeverageSecureMessageStraight10SurveyShowTaxFormsAppreciateClient'sBusinessIt'sEASYEstablishMoneyLinkBring uptheLearningCenterPOA /ViewOnlyFees andMinimumsreinvestdiv/updatetax online

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