Assistwith TOAOnlineOneCall/ChatResolutionOwnershipStatementShowTaxFormsExplain theDifferenceBetweenIRAsRMDFees andMinimumsClientuses yourNameEntera LeadIt'sEASYRecognizeLife EventBring uptheLearningCenterLeverageSecureMessageClientFirstBankInquiriesFollowUp witha ClientAppreciateClient'sBusinessPOA/ViewOnlyStraight10SurveyStraight0SurveyUseGroupChatsCheckAdditionalNeedsUseGlancewith aClientReinvestDiv/UpdateTaxwithholdingEstablishMoneyLinkHelp LiftCVRCRestrictionFundTransferStatusStandandWorkWebsiteNavigationAssistwith TOAOnlineOneCall/ChatResolutionOwnershipStatementShowTaxFormsExplain theDifferenceBetweenIRAsRMDFees andMinimumsClientuses yourNameEntera LeadIt'sEASYRecognizeLife EventBring uptheLearningCenterLeverageSecureMessageClientFirstBankInquiriesFollowUp witha ClientAppreciateClient'sBusinessPOA/ViewOnlyStraight10SurveyStraight0SurveyUseGroupChatsCheckAdditionalNeedsUseGlancewith aClientReinvestDiv/UpdateTaxwithholdingEstablishMoneyLinkHelp LiftCVRCRestrictionFundTransferStatusStandandWorkWebsiteNavigation

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