OneCall/ChatResolutionAssistwith TOAOnlineRMDFollowUp witha ClientWebsiteNavigationClientuses yourNameBankInquiriesIt'sEASYReinvestDiv/UpdateTaxwithholdingHelp LiftCVRCRestrictionUseGroupChatsAppreciateClient'sBusinessRecognizeLife EventEstablishMoneyLinkExplain theDifferenceBetweenIRAsLeverageSecureMessageEntera LeadBring uptheLearningCenterFundTransferStatusCheckAdditionalNeedsStraight0SurveyFees andMinimumsShowTaxFormsStraight10SurveyStandandWorkUseGlancewith aClientOwnershipStatementPOA/ViewOnlyClientFirstOneCall/ChatResolutionAssistwith TOAOnlineRMDFollowUp witha ClientWebsiteNavigationClientuses yourNameBankInquiriesIt'sEASYReinvestDiv/UpdateTaxwithholdingHelp LiftCVRCRestrictionUseGroupChatsAppreciateClient'sBusinessRecognizeLife EventEstablishMoneyLinkExplain theDifferenceBetweenIRAsLeverageSecureMessageEntera LeadBring uptheLearningCenterFundTransferStatusCheckAdditionalNeedsStraight0SurveyFees andMinimumsShowTaxFormsStraight10SurveyStandandWorkUseGlancewith aClientOwnershipStatementPOA/ViewOnlyClientFirst

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