Help LiftCVRCRestrictionFundTransferStatusWebsiteNavigationReinvestDiv/UpdateTaxwithholdingUseGlancewith aClientStandandWorkCheckAdditionalNeedsBring uptheLearningCenterClientFirstRecognizeLife EventPOA/ViewOnlyExplain theDifferenceBetweenIRAsOneCall/ChatResolutionLeverageSecureMessageFees andMinimumsAssistwith TOAOnlineFollowUp witha ClientRMDEstablishMoneyLinkIt'sEASYStraight10SurveyEntera LeadUseGroupChatsAppreciateClient'sBusinessClientuses yourNameStraight0SurveyShowTaxFormsOwnershipStatementBankInquiriesHelp LiftCVRCRestrictionFundTransferStatusWebsiteNavigationReinvestDiv/UpdateTaxwithholdingUseGlancewith aClientStandandWorkCheckAdditionalNeedsBring uptheLearningCenterClientFirstRecognizeLife EventPOA/ViewOnlyExplain theDifferenceBetweenIRAsOneCall/ChatResolutionLeverageSecureMessageFees andMinimumsAssistwith TOAOnlineFollowUp witha ClientRMDEstablishMoneyLinkIt'sEASYStraight10SurveyEntera LeadUseGroupChatsAppreciateClient'sBusinessClientuses yourNameStraight0SurveyShowTaxFormsOwnershipStatementBankInquiries

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