AgendaListentoClientBOAFA / BOARegionalmeetingStarsBOADoesThatDivTripBranchProcessLifeInsurance5 CoreElementsExecuteProcessDeepenClientSnacksFEESRMDEstablishedProcessSpouseOutsideStatementsMeetYourGoalsBranchPlanningTimeBOAAllowableDigitalClientExperienceWhat'sImportantto DavidOnlineAccountAccessAgendaListentoClientBOAFA / BOARegionalmeetingStarsBOADoesThatDivTripBranchProcessLifeInsurance5 CoreElementsExecuteProcessDeepenClientSnacksFEESRMDEstablishedProcessSpouseOutsideStatementsMeetYourGoalsBranchPlanningTimeBOAAllowableDigitalClientExperienceWhat'sImportantto DavidOnlineAccountAccess

Listen for these words - 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. Agenda
  2. Listen to Client
  3. BOA
  4. FA / BOA Regional meeting
  5. Stars
  6. BOA Does That
  7. Div Trip
  8. Branch Process
  9. Life Insurance
  10. 5 Core Elements
  11. Execute Process
  12. Deepen Client
  13. Snacks
  14. FEES
  15. RMD
  16. Established Process
  17. Spouse
  18. Outside Statements
  19. Meet Your Goals
  20. Branch Planning Time
  21. BOA Allowable
  22. Digital Client Experience
  23. What's Important to David
  24. Online Account Access