Entera LeadEstablishMoneyLinkStraight10SurveyOnecall/chatresolutionUseGroupChatsFees andMinimumsPOA /ViewOnlyreinvestdiv/updatetax onlineBankInquiriesAppreciateClient'sBusinessUseGlancewith aClientClientFirstAssistwith TOAonlineWebsiteNavigationHelp LiftCVRCRestrictionExplain theDifferenceBetweenIRAsFundTransferStatusStraight0SurveyStandandWorkCheckAdditionalNeedsClientuses yournameRecognizeLife EventFollowupwith aclientShowTaxFormsIt'sEASYLeverageSecureMessageRMDOwnershipStatementBring uptheLearningCenterEntera LeadEstablishMoneyLinkStraight10SurveyOnecall/chatresolutionUseGroupChatsFees andMinimumsPOA /ViewOnlyreinvestdiv/updatetax onlineBankInquiriesAppreciateClient'sBusinessUseGlancewith aClientClientFirstAssistwith TOAonlineWebsiteNavigationHelp LiftCVRCRestrictionExplain theDifferenceBetweenIRAsFundTransferStatusStraight0SurveyStandandWorkCheckAdditionalNeedsClientuses yournameRecognizeLife EventFollowupwith aclientShowTaxFormsIt'sEASYLeverageSecureMessageRMDOwnershipStatementBring uptheLearningCenter

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