AppreciateClient'sBusinessEntera LeadClientFirstLeverageSecureMessageIt'sEASYRMDCheckAdditionalNeedsStraight10SurveyRecognizeLife EventShowTaxFormsClientuses yourNameOwnershipStatementReinvestDiv/UpdateTaxwithholdingStraight0SurveyWebsiteNavigationFundTransferStatusFollowUp witha ClientStandandWorkAssistwith TOAOnlineHelp LiftCVRCRestrictionUseGlancewith aClientPOA/ViewOnlyEstablishMoneyLinkUseGroupChatsExplain theDifferenceBetweenIRAsBankInquiriesOneCall/ChatResolutionFees andMinimumsBring uptheLearningCenterAppreciateClient'sBusinessEntera LeadClientFirstLeverageSecureMessageIt'sEASYRMDCheckAdditionalNeedsStraight10SurveyRecognizeLife EventShowTaxFormsClientuses yourNameOwnershipStatementReinvestDiv/UpdateTaxwithholdingStraight0SurveyWebsiteNavigationFundTransferStatusFollowUp witha ClientStandandWorkAssistwith TOAOnlineHelp LiftCVRCRestrictionUseGlancewith aClientPOA/ViewOnlyEstablishMoneyLinkUseGroupChatsExplain theDifferenceBetweenIRAsBankInquiriesOneCall/ChatResolutionFees andMinimumsBring uptheLearningCenter

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