BankInquiriesAppreciateClient'sBusinessAssistwith TOAOnlineBring uptheLearningCenterClientFirstUseGlancewith aClientFollowUp witha ClientFundTransferStatusRecognizeLife EventWebsiteNavigationOwnershipStatementShowTaxFormsRMDClientuses yourNameLeverageSecureMessageOneCall/ChatResolutionIt'sEASYStraight10SurveyStraight0SurveyFees andMinimumsHelp LiftCVRCRestrictionCheckAdditionalNeedsEstablishMoneyLinkPOA/ViewOnlyUseGroupChatsStandandWorkReinvestDiv/UpdateTaxwithholdingEntera LeadExplain theDifferenceBetweenIRAsBankInquiriesAppreciateClient'sBusinessAssistwith TOAOnlineBring uptheLearningCenterClientFirstUseGlancewith aClientFollowUp witha ClientFundTransferStatusRecognizeLife EventWebsiteNavigationOwnershipStatementShowTaxFormsRMDClientuses yourNameLeverageSecureMessageOneCall/ChatResolutionIt'sEASYStraight10SurveyStraight0SurveyFees andMinimumsHelp LiftCVRCRestrictionCheckAdditionalNeedsEstablishMoneyLinkPOA/ViewOnlyUseGroupChatsStandandWorkReinvestDiv/UpdateTaxwithholdingEntera LeadExplain theDifferenceBetweenIRAs

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