StandandWorkLeverageSecureMessageStraight10SurveyHelp LiftCVRCRestrictionClientFirstUseGroupChatsPOA/ViewOnlyStraight0SurveyOneCall/ChatResolutionAppreciateClient'sBusinessFundTransferStatusShowTaxFormsUseGlancewith aClientCheckAdditionalNeedsIt'sEASYRMDFees andMinimumsOwnershipStatementBring uptheLearningCenterExplain theDifferenceBetweenIRAsWebsiteNavigationReinvestDiv/UpdateTaxwithholdingAssistwith TOAOnlineEstablishMoneyLinkBankInquiriesFollowUp witha ClientRecognizeLife EventEntera LeadClientuses yourNameStandandWorkLeverageSecureMessageStraight10SurveyHelp LiftCVRCRestrictionClientFirstUseGroupChatsPOA/ViewOnlyStraight0SurveyOneCall/ChatResolutionAppreciateClient'sBusinessFundTransferStatusShowTaxFormsUseGlancewith aClientCheckAdditionalNeedsIt'sEASYRMDFees andMinimumsOwnershipStatementBring uptheLearningCenterExplain theDifferenceBetweenIRAsWebsiteNavigationReinvestDiv/UpdateTaxwithholdingAssistwith TOAOnlineEstablishMoneyLinkBankInquiriesFollowUp witha ClientRecognizeLife EventEntera LeadClientuses yourName

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