Explain theDifferenceBetweenIRAsBankInquiriesShowTaxFormsUseGlancewith aClientCheckAdditionalNeedsBring uptheLearningCenterFollowUp witha ClientRecognizeLife EventIt'sEASYWebsiteNavigationEntera LeadOwnershipStatementAppreciateClient'sBusinessStraight0SurveyAssistwith TOAOnlineEstablishMoneyLinkUseGroupChatsPOA/ViewOnlyFundTransferStatusLeverageSecureMessageClientFirstHelp LiftCVRCRestrictionClientuses yourNameReinvestDiv/UpdateTaxwithholdingOneCall/ChatResolutionStandandWorkFees andMinimumsRMDStraight10SurveyExplain theDifferenceBetweenIRAsBankInquiriesShowTaxFormsUseGlancewith aClientCheckAdditionalNeedsBring uptheLearningCenterFollowUp witha ClientRecognizeLife EventIt'sEASYWebsiteNavigationEntera LeadOwnershipStatementAppreciateClient'sBusinessStraight0SurveyAssistwith TOAOnlineEstablishMoneyLinkUseGroupChatsPOA/ViewOnlyFundTransferStatusLeverageSecureMessageClientFirstHelp LiftCVRCRestrictionClientuses yourNameReinvestDiv/UpdateTaxwithholdingOneCall/ChatResolutionStandandWorkFees andMinimumsRMDStraight10Survey

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