Bring uptheLearningCenterPOA /ViewOnlyHelp LiftCVRCRestrictionCheckAdditionalNeedsFundTransferStatusStandandWorkLeverageSecureMessageExplain theDifferenceBetweenIRAsAssistwith TOAonlineEntera LeadRecognizeLife EventShowTaxFormsEstablishMoneyLinkRMDUseGlancewith aClientreinvestdiv/updatetax onlineClientuses yournameOwnershipStatementClientFirstWebsiteNavigationStraight10SurveyAppreciateClient'sBusinessUseGroupChatsFees andMinimumsStraight0SurveyIt'sEASYBankInquiriesFollowupwith aclientOnecall/chatresolutionBring uptheLearningCenterPOA /ViewOnlyHelp LiftCVRCRestrictionCheckAdditionalNeedsFundTransferStatusStandandWorkLeverageSecureMessageExplain theDifferenceBetweenIRAsAssistwith TOAonlineEntera LeadRecognizeLife EventShowTaxFormsEstablishMoneyLinkRMDUseGlancewith aClientreinvestdiv/updatetax onlineClientuses yournameOwnershipStatementClientFirstWebsiteNavigationStraight10SurveyAppreciateClient'sBusinessUseGroupChatsFees andMinimumsStraight0SurveyIt'sEASYBankInquiriesFollowupwith aclientOnecall/chatresolution

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