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