Assistwith TOAOnlineHelp LiftCVRCRestrictionRecognizeLife EventRMDOneCall/ChatResolutionFollowUp witha ClientCheckAdditionalNeedsPOA/ViewOnlyOwnershipStatementUseGlancewith aClientIt'sEASYFundTransferStatusFees andMinimumsEntera LeadWebsiteNavigationClientFirstAppreciateClient'sBusinessEstablishMoneyLinkLeverageSecureMessageUseGroupChatsBankInquiriesExplain theDifferenceBetweenIRAsShowTaxFormsStraight10SurveyStraight0SurveyStandandWorkReinvestDiv/UpdateTaxwithholdingClientuses yourNameBring uptheLearningCenterAssistwith TOAOnlineHelp LiftCVRCRestrictionRecognizeLife EventRMDOneCall/ChatResolutionFollowUp witha ClientCheckAdditionalNeedsPOA/ViewOnlyOwnershipStatementUseGlancewith aClientIt'sEASYFundTransferStatusFees andMinimumsEntera LeadWebsiteNavigationClientFirstAppreciateClient'sBusinessEstablishMoneyLinkLeverageSecureMessageUseGroupChatsBankInquiriesExplain theDifferenceBetweenIRAsShowTaxFormsStraight10SurveyStraight0SurveyStandandWorkReinvestDiv/UpdateTaxwithholdingClientuses yourNameBring uptheLearningCenter

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