StandandWorkIt'sEASYPOA/ViewOnlyFollowUp witha ClientRecognizeLife EventHelp LiftCVRCRestrictionOwnershipStatementOneCall/ChatResolutionClientuses yourNameFundTransferStatusShowTaxFormsRMDBankInquiriesEstablishMoneyLinkAppreciateClient'sBusinessExplain theDifferenceBetweenIRAsCheckAdditionalNeedsStraight0SurveyUseGlancewith aClientBring uptheLearningCenterClientFirstLeverageSecureMessageWebsiteNavigationUseGroupChatsAssistwith TOAOnlineFees andMinimumsEntera LeadReinvestDiv/UpdateTaxwithholdingStraight10SurveyStandandWorkIt'sEASYPOA/ViewOnlyFollowUp witha ClientRecognizeLife EventHelp LiftCVRCRestrictionOwnershipStatementOneCall/ChatResolutionClientuses yourNameFundTransferStatusShowTaxFormsRMDBankInquiriesEstablishMoneyLinkAppreciateClient'sBusinessExplain theDifferenceBetweenIRAsCheckAdditionalNeedsStraight0SurveyUseGlancewith aClientBring uptheLearningCenterClientFirstLeverageSecureMessageWebsiteNavigationUseGroupChatsAssistwith TOAOnlineFees andMinimumsEntera LeadReinvestDiv/UpdateTaxwithholdingStraight10Survey

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