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