Personalized Benefits Education PGC Investment Strategy D1 NetBenefits Defined Benefit Plan Confidential Defined Contribution Plan CSS College Planning Competent FILI Benefits Review Customer Obsessed Open enrollment eMoney Guided Portfolio Summary CAS Michelle Gallagher Fidelity Charitable Concierge Level Service Relationship Manager Wealth Planning Executive Planning Consultant Will Skill Time Vesting Pre-appt Planning Managed Accounts Equity Compensation PGC Retirement Analysis Health Savings Accounts Complimentary Strategy Lyle White D3 Tier B Primary advisor Tier D ESA Team Welcome Call Garrett Smith Tier M Salesforce Zoom Tax deferral Tier A Heather Jackson Non- qualified Deferred Comp Plan Wealth Management Operations Glance Personalized Benefits Education PGC Investment Strategy D1 NetBenefits Defined Benefit Plan Confidential Defined Contribution Plan CSS College Planning Competent FILI Benefits Review Customer Obsessed Open enrollment eMoney Guided Portfolio Summary CAS Michelle Gallagher Fidelity Charitable Concierge Level Service Relationship Manager Wealth Planning Executive Planning Consultant Will Skill Time Vesting Pre-appt Planning Managed Accounts Equity Compensation PGC Retirement Analysis Health Savings Accounts Complimentary Strategy Lyle White D3 Tier B Primary advisor Tier D ESA Team Welcome Call Garrett Smith Tier M Salesforce Zoom Tax deferral Tier A Heather Jackson Non- qualified Deferred Comp Plan Wealth Management Operations Glance
(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.
Personalized Benefits Education
PGC Investment Strategy
D1
NetBenefits
Defined Benefit Plan
Confidential
Defined Contribution Plan
CSS
College Planning
Competent
FILI
Benefits Review
Customer Obsessed
Open enrollment
eMoney
Guided Portfolio Summary
CAS
Michelle Gallagher
Fidelity Charitable
Concierge Level Service
Relationship Manager
Wealth Planning
Executive Planning Consultant
Will Skill Time
Vesting
Pre-appt Planning
Managed Accounts
Equity Compensation
PGC Retirement Analysis
Health Savings Accounts
Complimentary
Strategy
Lyle White
D3
Tier B
Primary advisor
Tier D
ESA Team
Welcome Call
Garrett Smith
Tier M
Salesforce
Zoom
Tax deferral
Tier A
Heather Jackson
Non-qualified Deferred Comp Plan
Wealth Management Operations
Glance