OwnershipStatementFundTransferStatusClientuses yournameRMDAssistwith TOAonlineAppreciateClient'sBusinessClientFirstUseGroupChatsShowTaxFormsUseGlancewith aClientLeverageSecureMessageStraight0SurveyOnecall/chatresolutionFees andMinimumsRecognizeLife EventStandandWorkreinvestdiv/updatetax onlineHelp LiftCVRCRestrictionEstablishMoneyLinkCheckAdditionalNeedsPOA /ViewOnlyFollowupwith aclientStraight10SurveyExplain theDifferenceBetweenIRAsBankInquiriesWebsiteNavigationEntera LeadBring uptheLearningCenterIt'sEASYOwnershipStatementFundTransferStatusClientuses yournameRMDAssistwith TOAonlineAppreciateClient'sBusinessClientFirstUseGroupChatsShowTaxFormsUseGlancewith aClientLeverageSecureMessageStraight0SurveyOnecall/chatresolutionFees andMinimumsRecognizeLife EventStandandWorkreinvestdiv/updatetax onlineHelp LiftCVRCRestrictionEstablishMoneyLinkCheckAdditionalNeedsPOA /ViewOnlyFollowupwith aclientStraight10SurveyExplain theDifferenceBetweenIRAsBankInquiriesWebsiteNavigationEntera LeadBring uptheLearningCenterIt'sEASY

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