UseGlancewith aClientAppreciateClient'sBusinessWebsiteNavigationStraight0SurveyFees andMinimumsRMDExplain theDifferenceBetweenIRAsLeverageSecureMessageEntera LeadRecognizeLife EventOneCall/ChatResolutionReinvestDiv/UpdateTaxwithholdingClientFirstCheckAdditionalNeedsAssistwith TOAOnlineBring uptheLearningCenterHelp LiftCVRCRestrictionShowTaxFormsStandandWorkFollowUp witha ClientIt'sEASYEstablishMoneyLinkPOA/ViewOnlyStraight10SurveyUseGroupChatsBankInquiriesClientuses yourNameOwnershipStatementFundTransferStatusUseGlancewith aClientAppreciateClient'sBusinessWebsiteNavigationStraight0SurveyFees andMinimumsRMDExplain theDifferenceBetweenIRAsLeverageSecureMessageEntera LeadRecognizeLife EventOneCall/ChatResolutionReinvestDiv/UpdateTaxwithholdingClientFirstCheckAdditionalNeedsAssistwith TOAOnlineBring uptheLearningCenterHelp LiftCVRCRestrictionShowTaxFormsStandandWorkFollowUp witha ClientIt'sEASYEstablishMoneyLinkPOA/ViewOnlyStraight10SurveyUseGroupChatsBankInquiriesClientuses yourNameOwnershipStatementFundTransferStatus

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