OneCall/ChatResolutionIt'sEASYLeverageSecureMessageOwnershipStatementWebsiteNavigationEntera LeadStraight10SurveyAppreciateClient'sBusinessExplain theDifferenceBetweenIRAsStraight0SurveyReinvestDiv/UpdateTaxwithholdingClientFirstShowTaxFormsBankInquiriesRecognizeLife EventBring uptheLearningCenterCheckAdditionalNeedsUseGlancewith aClientClientuses yourNameEstablishMoneyLinkAssistwith TOAOnlineRMDFees andMinimumsHelp LiftCVRCRestrictionFollowUp witha ClientFundTransferStatusStandandWorkUseGroupChatsPOA/ViewOnlyOneCall/ChatResolutionIt'sEASYLeverageSecureMessageOwnershipStatementWebsiteNavigationEntera LeadStraight10SurveyAppreciateClient'sBusinessExplain theDifferenceBetweenIRAsStraight0SurveyReinvestDiv/UpdateTaxwithholdingClientFirstShowTaxFormsBankInquiriesRecognizeLife EventBring uptheLearningCenterCheckAdditionalNeedsUseGlancewith aClientClientuses yourNameEstablishMoneyLinkAssistwith TOAOnlineRMDFees andMinimumsHelp LiftCVRCRestrictionFollowUp witha ClientFundTransferStatusStandandWorkUseGroupChatsPOA/ViewOnly

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