RMDHelp LiftCVRCRestrictionReinvestDiv/UpdateTaxwithholdingIt'sEASYUseGroupChatsClientuses yourNameBankInquiriesCheckAdditionalNeedsOwnershipStatementShowTaxFormsStandandWorkFollowUp witha ClientFundTransferStatusPOA/ViewOnlyClientFirstStraight0SurveyOneCall/ChatResolutionFees andMinimumsEntera LeadStraight10SurveyEstablishMoneyLinkWebsiteNavigationUseGlancewith aClientAppreciateClient'sBusinessAssistwith TOAOnlineRecognizeLife EventExplain theDifferenceBetweenIRAsBring uptheLearningCenterLeverageSecureMessageRMDHelp LiftCVRCRestrictionReinvestDiv/UpdateTaxwithholdingIt'sEASYUseGroupChatsClientuses yourNameBankInquiriesCheckAdditionalNeedsOwnershipStatementShowTaxFormsStandandWorkFollowUp witha ClientFundTransferStatusPOA/ViewOnlyClientFirstStraight0SurveyOneCall/ChatResolutionFees andMinimumsEntera LeadStraight10SurveyEstablishMoneyLinkWebsiteNavigationUseGlancewith aClientAppreciateClient'sBusinessAssistwith TOAOnlineRecognizeLife EventExplain theDifferenceBetweenIRAsBring uptheLearningCenterLeverageSecureMessage

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