DiscussDebitCardDiscussRMDSetupEFTonlineConfirmaddress ifnot updatedin whileDiscussmobilecheckdepositProcess a529DistributionHelpSetupan AlertShow clientcash availfeature onFid.comDiscussBill PayFeatureDiscussadvantageof CMADiscussBeneinformationUpdatePWS inSalesforceWalkthroughonlinetradeSet UpPWSPlanGet Phone# atbeginningof callDiscusscheckwritingSetupBank WireonlineUpdatePhone #when noton filePasswordResetGo extramile withAddresschangeGive aquoteEnrollclient inMyVoiceSet upAutomaticInvestPlanDiscussHidingClosedaccountsDiscussDebitCardDiscussRMDSetupEFTonlineConfirmaddress ifnot updatedin whileDiscussmobilecheckdepositProcess a529DistributionHelpSetupan AlertShow clientcash availfeature onFid.comDiscussBill PayFeatureDiscussadvantageof CMADiscussBeneinformationUpdatePWS inSalesforceWalkthroughonlinetradeSet UpPWSPlanGet Phone# atbeginningof callDiscusscheckwritingSetupBank WireonlineUpdatePhone #when noton filePasswordResetGo extramile withAddresschangeGive aquoteEnrollclient inMyVoiceSet upAutomaticInvestPlanDiscussHidingClosedaccounts

Going the Extra Mile - 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. Discuss Debit Card
  2. Discuss RMD
  3. Setup EFT online
  4. Confirm address if not updated in while
  5. Discuss mobile check deposit
  6. Process a 529 Distribution
  7. Help Setup an Alert
  8. Show client cash avail feature on Fid.com
  9. Discuss Bill Pay Feature
  10. Discuss advantage of CMA
  11. Discuss Bene information
  12. Update PWS in Salesforce
  13. Walk through online trade
  14. Set Up PWS Plan
  15. Get Phone # at beginning of call
  16. Discuss check writing
  17. Setup Bank Wire online
  18. Update Phone # when not on file
  19. Password Reset
  20. Go extra mile with Address change
  21. Give a quote
  22. Enroll client in MyVoice
  23. Set up Automatic Invest Plan
  24. Discuss Hiding Closed accounts