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