Followupwith aclientBankInquiriesEntera LeadFundTransferStatusUseGlancewith aClientLeverageSecureMessageBring uptheLearningCenterStraight0SurveyEstablishMoneyLinkStandandWorkHelp LiftCVRCRestrictionRMDCheckAdditionalNeedsIt'sEASYAppreciateClient'sBusinessFees andMinimumsShowTaxFormsPOA /ViewOnlyClientuses yournameRecognizeLife EventExplain theDifferenceBetweenIRAsreinvestdiv/updatetax onlineOwnershipStatementStraight10SurveyWebsiteNavigationAssistwith TOAonlineClientFirstOnecall/chatresolutionUseGroupChatsFollowupwith aclientBankInquiriesEntera LeadFundTransferStatusUseGlancewith aClientLeverageSecureMessageBring uptheLearningCenterStraight0SurveyEstablishMoneyLinkStandandWorkHelp LiftCVRCRestrictionRMDCheckAdditionalNeedsIt'sEASYAppreciateClient'sBusinessFees andMinimumsShowTaxFormsPOA /ViewOnlyClientuses yournameRecognizeLife EventExplain theDifferenceBetweenIRAsreinvestdiv/updatetax onlineOwnershipStatementStraight10SurveyWebsiteNavigationAssistwith TOAonlineClientFirstOnecall/chatresolutionUseGroupChats

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