AppreciateClient'sBusinessAssistwith TOAonlineClientFirstPOA /ViewOnlyOwnershipStatementStraight0SurveyUseGlancewith aClientFollowupwith aclientFees andMinimumsUseGroupChatsFundTransferStatusBring uptheLearningCenterClientuses yournameLeverageSecureMessageWebsiteNavigationRecognizeLife EventHelp LiftCVRCRestrictionShowTaxFormsEntera LeadIt'sEASYRMDCheckAdditionalNeedsOnecall/chatresolutionBankInquiriesStraight10SurveyExplain theDifferenceBetweenIRAsStandandWorkEstablishMoneyLinkreinvestdiv/updatetax onlineAppreciateClient'sBusinessAssistwith TOAonlineClientFirstPOA /ViewOnlyOwnershipStatementStraight0SurveyUseGlancewith aClientFollowupwith aclientFees andMinimumsUseGroupChatsFundTransferStatusBring uptheLearningCenterClientuses yournameLeverageSecureMessageWebsiteNavigationRecognizeLife EventHelp LiftCVRCRestrictionShowTaxFormsEntera LeadIt'sEASYRMDCheckAdditionalNeedsOnecall/chatresolutionBankInquiriesStraight10SurveyExplain theDifferenceBetweenIRAsStandandWorkEstablishMoneyLinkreinvestdiv/updatetax online

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