Help Lift CVRC Restriction Fund Transfer Status Website Navigation Reinvest Div/Update Tax withholding Use Glance with a Client Stand and Work Check Additional Needs Bring up the Learning Center Client First Recognize Life Event POA/View Only Explain the Difference Between IRAs One Call/Chat Resolution Leverage Secure Message Fees and Minimums Assist with TOA Online Follow Up with a Client RMD Establish MoneyLink It's EASY Straight 10 Survey Enter a Lead Use Group Chats Appreciate Client's Business Client uses your Name Straight 0 Survey Show Tax Forms Ownership Statement Bank Inquiries Help Lift CVRC Restriction Fund Transfer Status Website Navigation Reinvest Div/Update Tax withholding Use Glance with a Client Stand and Work Check Additional Needs Bring up the Learning Center Client First Recognize Life Event POA/View Only Explain the Difference Between IRAs One Call/Chat Resolution Leverage Secure Message Fees and Minimums Assist with TOA Online Follow Up with a Client RMD Establish MoneyLink It's EASY Straight 10 Survey Enter a Lead Use Group Chats Appreciate Client's Business Client uses your Name Straight 0 Survey Show Tax Forms Ownership Statement Bank Inquiries
(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.
Help Lift CVRC Restriction
Fund Transfer Status
Website Navigation
Reinvest Div/Update Tax withholding
Use Glance with a Client
Stand and Work
Check Additional Needs
Bring up the Learning Center
Client First
Recognize Life Event
POA/View Only
Explain the Difference Between IRAs
One Call/Chat Resolution
Leverage Secure Message
Fees and Minimums
Assist with TOA Online
Follow Up with a Client
RMD
Establish MoneyLink
It's EASY
Straight 10 Survey
Enter a Lead
Use Group Chats
Appreciate Client's Business
Client uses your Name
Straight 0 Survey
Show Tax Forms
Ownership Statement
Bank Inquiries