POA/ViewOnlyAssistwith TOAOnlineFundTransferStatusBankInquiriesOneCall/ChatResolutionClientFirstBring uptheLearningCenterIt'sEASYOwnershipStatementStraight10SurveyRecognizeLife EventFollowUp witha ClientEntera LeadWebsiteNavigationReinvestDiv/UpdateTaxwithholdingHelp LiftCVRCRestrictionAppreciateClient'sBusinessExplain theDifferenceBetweenIRAsCheckAdditionalNeedsClientuses yourNameFees andMinimumsEstablishMoneyLinkUseGroupChatsStraight0SurveyUseGlancewith aClientShowTaxFormsRMDLeverageSecureMessageStandandWorkPOA/ViewOnlyAssistwith TOAOnlineFundTransferStatusBankInquiriesOneCall/ChatResolutionClientFirstBring uptheLearningCenterIt'sEASYOwnershipStatementStraight10SurveyRecognizeLife EventFollowUp witha ClientEntera LeadWebsiteNavigationReinvestDiv/UpdateTaxwithholdingHelp LiftCVRCRestrictionAppreciateClient'sBusinessExplain theDifferenceBetweenIRAsCheckAdditionalNeedsClientuses yourNameFees andMinimumsEstablishMoneyLinkUseGroupChatsStraight0SurveyUseGlancewith aClientShowTaxFormsRMDLeverageSecureMessageStandandWork

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