Assist with TOA Online One Call/Chat Resolution Ownership Statement Show Tax Forms Explain the Difference Between IRAs RMD Fees and Minimums Client uses your Name Enter a Lead It's EASY Recognize Life Event Bring up the Learning Center Leverage Secure Message Client First Bank Inquiries Follow Up with a Client Appreciate Client's Business POA/View Only Straight 10 Survey Straight 0 Survey Use Group Chats Check Additional Needs Use Glance with a Client Reinvest Div/Update Tax withholding Establish MoneyLink Help Lift CVRC Restriction Fund Transfer Status Stand and Work Website Navigation Assist with TOA Online One Call/Chat Resolution Ownership Statement Show Tax Forms Explain the Difference Between IRAs RMD Fees and Minimums Client uses your Name Enter a Lead It's EASY Recognize Life Event Bring up the Learning Center Leverage Secure Message Client First Bank Inquiries Follow Up with a Client Appreciate Client's Business POA/View Only Straight 10 Survey Straight 0 Survey Use Group Chats Check Additional Needs Use Glance with a Client Reinvest Div/Update Tax withholding Establish MoneyLink Help Lift CVRC Restriction Fund Transfer Status Stand and Work Website Navigation
(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.
Assist with TOA Online
One Call/Chat Resolution
Ownership Statement
Show Tax Forms
Explain the Difference Between IRAs
RMD
Fees and Minimums
Client uses your Name
Enter a Lead
It's EASY
Recognize Life Event
Bring up the Learning Center
Leverage Secure Message
Client First
Bank Inquiries
Follow Up with a Client
Appreciate Client's Business
POA/View Only
Straight 10 Survey
Straight 0 Survey
Use Group Chats
Check Additional Needs
Use Glance with a Client
Reinvest Div/Update Tax withholding
Establish MoneyLink
Help Lift CVRC Restriction
Fund Transfer Status
Stand and Work
Website Navigation