CheckAdditionalNeedsOneCall/ChatResolutionWebsiteNavigationEntera LeadRecognizeLife EventUseGlancewith aClientReinvestDiv/UpdateTaxwithholdingBring uptheLearningCenterEstablishMoneyLinkIt'sEASYLeverageSecureMessageExplain theDifferenceBetweenIRAsAssistwith TOAOnlineBankInquiriesFees andMinimumsStandandWorkStraight10SurveyFollowUp witha ClientRMDClientuses yourNameShowTaxFormsFundTransferStatusHelp LiftCVRCRestrictionAppreciateClient'sBusinessUseGroupChatsClientFirstStraight0SurveyPOA/ViewOnlyOwnershipStatementCheckAdditionalNeedsOneCall/ChatResolutionWebsiteNavigationEntera LeadRecognizeLife EventUseGlancewith aClientReinvestDiv/UpdateTaxwithholdingBring uptheLearningCenterEstablishMoneyLinkIt'sEASYLeverageSecureMessageExplain theDifferenceBetweenIRAsAssistwith TOAOnlineBankInquiriesFees andMinimumsStandandWorkStraight10SurveyFollowUp witha ClientRMDClientuses yourNameShowTaxFormsFundTransferStatusHelp LiftCVRCRestrictionAppreciateClient'sBusinessUseGroupChatsClientFirstStraight0SurveyPOA/ViewOnlyOwnershipStatement

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