ShowTaxFormsRMDBring uptheLearningCenterIt'sEASYUseGlancewith aClientBankInquiriesExplain theDifferenceBetweenIRAsUseGroupChatsClientuses yourNameEntera LeadClientFirstCheckAdditionalNeedsAppreciateClient'sBusinessLeverageSecureMessageAssistwith TOAOnlineStandandWorkPOA/ViewOnlyReinvestDiv/UpdateTaxwithholdingStraight0SurveyRecognizeLife EventEstablishMoneyLinkOwnershipStatementFollowUp witha ClientHelp LiftCVRCRestrictionWebsiteNavigationFees andMinimumsStraight10SurveyOneCall/ChatResolutionFundTransferStatusShowTaxFormsRMDBring uptheLearningCenterIt'sEASYUseGlancewith aClientBankInquiriesExplain theDifferenceBetweenIRAsUseGroupChatsClientuses yourNameEntera LeadClientFirstCheckAdditionalNeedsAppreciateClient'sBusinessLeverageSecureMessageAssistwith TOAOnlineStandandWorkPOA/ViewOnlyReinvestDiv/UpdateTaxwithholdingStraight0SurveyRecognizeLife EventEstablishMoneyLinkOwnershipStatementFollowUp witha ClientHelp LiftCVRCRestrictionWebsiteNavigationFees andMinimumsStraight10SurveyOneCall/ChatResolutionFundTransferStatus

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