BankInquiriesHelp LiftCVRCRestrictionOneCall/ChatResolutionAppreciateClient'sBusinessRecognizeLife EventUseGroupChatsFees andMinimumsOwnershipStatementAssistwith TOAOnlineStandandWorkStraight0SurveyFollowUp witha ClientStraight10SurveyLeverageSecureMessageRMDPOA/ViewOnlyIt'sEASYWebsiteNavigationFundTransferStatusEstablishMoneyLinkClientuses yourNameBring uptheLearningCenterExplain theDifferenceBetweenIRAsEntera LeadReinvestDiv/UpdateTaxwithholdingCheckAdditionalNeedsShowTaxFormsUseGlancewith aClientClientFirstBankInquiriesHelp LiftCVRCRestrictionOneCall/ChatResolutionAppreciateClient'sBusinessRecognizeLife EventUseGroupChatsFees andMinimumsOwnershipStatementAssistwith TOAOnlineStandandWorkStraight0SurveyFollowUp witha ClientStraight10SurveyLeverageSecureMessageRMDPOA/ViewOnlyIt'sEASYWebsiteNavigationFundTransferStatusEstablishMoneyLinkClientuses yourNameBring uptheLearningCenterExplain theDifferenceBetweenIRAsEntera LeadReinvestDiv/UpdateTaxwithholdingCheckAdditionalNeedsShowTaxFormsUseGlancewith aClientClientFirst

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