RMD Help Lift CVRC Restriction Reinvest Div/Update Tax withholding It's EASY Use Group Chats Client uses your Name Bank Inquiries Check Additional Needs Ownership Statement Show Tax Forms Stand and Work Follow Up with a Client Fund Transfer Status POA/View Only Client First Straight 0 Survey One Call/Chat Resolution Fees and Minimums Enter a Lead Straight 10 Survey Establish MoneyLink Website Navigation Use Glance with a Client Appreciate Client's Business Assist with TOA Online Recognize Life Event Explain the Difference Between IRAs Bring up the Learning Center Leverage Secure Message RMD Help Lift CVRC Restriction Reinvest Div/Update Tax withholding It's EASY Use Group Chats Client uses your Name Bank Inquiries Check Additional Needs Ownership Statement Show Tax Forms Stand and Work Follow Up with a Client Fund Transfer Status POA/View Only Client First Straight 0 Survey One Call/Chat Resolution Fees and Minimums Enter a Lead Straight 10 Survey Establish MoneyLink Website Navigation Use Glance with a Client Appreciate Client's Business Assist with TOA Online Recognize Life Event Explain the Difference Between IRAs Bring up the Learning Center Leverage Secure Message
(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.
RMD
Help Lift CVRC Restriction
Reinvest Div/Update Tax withholding
It's EASY
Use Group Chats
Client uses your Name
Bank Inquiries
Check Additional Needs
Ownership Statement
Show Tax Forms
Stand and Work
Follow Up with a Client
Fund Transfer Status
POA/View Only
Client First
Straight 0 Survey
One Call/Chat Resolution
Fees and Minimums
Enter a Lead
Straight 10 Survey
Establish MoneyLink
Website Navigation
Use Glance with a Client
Appreciate Client's Business
Assist with TOA Online
Recognize Life Event
Explain the Difference Between IRAs
Bring up the Learning Center
Leverage Secure Message