POA /ViewOnlyHelp LiftCVRCRestrictionUseGlancewith aClientreinvestdiv/updatetax onlineStraight0SurveyEstablishMoneyLinkClientuses yournameStandandWorkOwnershipStatementOnecall/chatresolutionIt'sEASYRMDUseGroupChatsShowTaxFormsExplain theDifferenceBetweenIRAsClientFirstLeverageSecureMessageAssistwith TOAonlineAppreciateClient'sBusinessBankInquiriesFundTransferStatusEntera LeadWebsiteNavigationCheckAdditionalNeedsRecognizeLife EventFollowupwith aclientBring uptheLearningCenterFees andMinimumsStraight10SurveyPOA /ViewOnlyHelp LiftCVRCRestrictionUseGlancewith aClientreinvestdiv/updatetax onlineStraight0SurveyEstablishMoneyLinkClientuses yournameStandandWorkOwnershipStatementOnecall/chatresolutionIt'sEASYRMDUseGroupChatsShowTaxFormsExplain theDifferenceBetweenIRAsClientFirstLeverageSecureMessageAssistwith TOAonlineAppreciateClient'sBusinessBankInquiriesFundTransferStatusEntera LeadWebsiteNavigationCheckAdditionalNeedsRecognizeLife EventFollowupwith aclientBring uptheLearningCenterFees andMinimumsStraight10Survey

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