UseGroupChatsReinvestDiv/UpdateTaxwithholdingStraight0SurveyStraight10SurveyEstablishMoneyLinkOneCall/ChatResolutionClientuses yourNameLeverageSecureMessageClientFirstStandandWorkEntera LeadExplain theDifferenceBetweenIRAsShowTaxFormsBring uptheLearningCenterAppreciateClient'sBusinessRMDRecognizeLife EventUseGlancewith aClientPOA/ViewOnlyWebsiteNavigationFundTransferStatusAssistwith TOAOnlineBankInquiriesIt'sEASYHelp LiftCVRCRestrictionFollowUp witha ClientFees andMinimumsCheckAdditionalNeedsOwnershipStatementUseGroupChatsReinvestDiv/UpdateTaxwithholdingStraight0SurveyStraight10SurveyEstablishMoneyLinkOneCall/ChatResolutionClientuses yourNameLeverageSecureMessageClientFirstStandandWorkEntera LeadExplain theDifferenceBetweenIRAsShowTaxFormsBring uptheLearningCenterAppreciateClient'sBusinessRMDRecognizeLife EventUseGlancewith aClientPOA/ViewOnlyWebsiteNavigationFundTransferStatusAssistwith TOAOnlineBankInquiriesIt'sEASYHelp LiftCVRCRestrictionFollowUp witha ClientFees andMinimumsCheckAdditionalNeedsOwnershipStatement

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