(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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Client asks you to speak with spouse
Phone call longer than 30 minutes
401(k) call
1st time RMD tag
EFT Distribution
Discussed RMD PWS tag
Client calling to activate a rollover
Caller is FTA/LTA/ POA
OTW and noted verification for HRT transaction
Use OTP
Clients username is SSN
Proportional Trade
SPS questions
Call SSG
Chat with HD in agent Bot
Trade 3+ mutual funds
Enrolled client in MyVoice
Client has over 500K
Password Reset
Phone call less than 3 minutes
Sent RMD and skipped PWS (and noted in salesforce)
Trying to reach a branch
Used Agent Bot on a call
Client has 10K in cash & asked about plans with it
