It'sEASYStraight10SurveyShowTaxFormsBring uptheLearningCenterOneCall/ChatResolutionStandandWorkLeverageSecureMessageAppreciateClient'sBusinessAssistwith TOAOnlineClientuses yourNameRecognizeLife EventFees andMinimumsClientFirstFollowUp witha ClientPOA/ViewOnlyUseGlancewith aClientOwnershipStatementRMDReinvestDiv/UpdateTaxwithholdingExplain theDifferenceBetweenIRAsStraight0SurveyCheckAdditionalNeedsBankInquiriesEntera LeadHelp LiftCVRCRestrictionUseGroupChatsWebsiteNavigationFundTransferStatusEstablishMoneyLinkIt'sEASYStraight10SurveyShowTaxFormsBring uptheLearningCenterOneCall/ChatResolutionStandandWorkLeverageSecureMessageAppreciateClient'sBusinessAssistwith TOAOnlineClientuses yourNameRecognizeLife EventFees andMinimumsClientFirstFollowUp witha ClientPOA/ViewOnlyUseGlancewith aClientOwnershipStatementRMDReinvestDiv/UpdateTaxwithholdingExplain theDifferenceBetweenIRAsStraight0SurveyCheckAdditionalNeedsBankInquiriesEntera LeadHelp LiftCVRCRestrictionUseGroupChatsWebsiteNavigationFundTransferStatusEstablishMoneyLink

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