ShowTaxFormsHelp LiftCVRCRestrictionIt'sEASYFollowUp witha ClientEstablishMoneyLinkClientuses yourNameLeverageSecureMessageFundTransferStatusEntera LeadOwnershipStatementStandandWorkRMDClientFirstStraight0SurveyFees andMinimumsStraight10SurveyWebsiteNavigationAssistwith TOAOnlineRecognizeLife EventReinvestDiv/UpdateTaxwithholdingPOA/ViewOnlyUseGroupChatsBring uptheLearningCenterUseGlancewith aClientExplain theDifferenceBetweenIRAsOneCall/ChatResolutionAppreciateClient'sBusinessBankInquiriesCheckAdditionalNeedsShowTaxFormsHelp LiftCVRCRestrictionIt'sEASYFollowUp witha ClientEstablishMoneyLinkClientuses yourNameLeverageSecureMessageFundTransferStatusEntera LeadOwnershipStatementStandandWorkRMDClientFirstStraight0SurveyFees andMinimumsStraight10SurveyWebsiteNavigationAssistwith TOAOnlineRecognizeLife EventReinvestDiv/UpdateTaxwithholdingPOA/ViewOnlyUseGroupChatsBring uptheLearningCenterUseGlancewith aClientExplain theDifferenceBetweenIRAsOneCall/ChatResolutionAppreciateClient'sBusinessBankInquiriesCheckAdditionalNeeds

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