FidelityCharitableEquityCompensationTierDPersonalizedBenefitsEducationManagedAccountsGuidedPortfolioSummaryWillSkillTimeTierMWealthManagementOperationsCSSConciergeLevelServiceCollegePlanningBenefitsReviewComplimentaryWelcomeCallGarrettSmithWealthPlanningESATeamCASCustomerObsessedDefinedBenefitPlanTaxdeferralPGCInvestmentStrategyOpenenrollmentCompetentDefinedContributionPlanD3TierBNetBenefitsPGCRetirementAnalysisLyleWhitePre-apptPlanningGlanceVestingMichelleGallagherRelationshipManagerSalesforceHealthSavingsAccountsHeatherJacksoneMoneyZoom TierAConfidentialPrimaryadvisorExecutivePlanningConsultantD1Non-qualifiedDeferredComp PlanFILIStrategyFidelityCharitableEquityCompensationTierDPersonalizedBenefitsEducationManagedAccountsGuidedPortfolioSummaryWillSkillTimeTierMWealthManagementOperationsCSSConciergeLevelServiceCollegePlanningBenefitsReviewComplimentaryWelcomeCallGarrettSmithWealthPlanningESATeamCASCustomerObsessedDefinedBenefitPlanTaxdeferralPGCInvestmentStrategyOpenenrollmentCompetentDefinedContributionPlanD3TierBNetBenefitsPGCRetirementAnalysisLyleWhitePre-apptPlanningGlanceVestingMichelleGallagherRelationshipManagerSalesforceHealthSavingsAccountsHeatherJacksoneMoneyZoom TierAConfidentialPrimaryadvisorExecutivePlanningConsultantD1Non-qualifiedDeferredComp PlanFILIStrategy

Executive Services BINGO - 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. Fidelity Charitable
  2. Equity Compensation
  3. Tier D
  4. Personalized Benefits Education
  5. Managed Accounts
  6. Guided Portfolio Summary
  7. Will Skill Time
  8. Tier M
  9. Wealth Management Operations
  10. CSS
  11. Concierge Level Service
  12. College Planning
  13. Benefits Review
  14. Complimentary
  15. Welcome Call
  16. Garrett Smith
  17. Wealth Planning
  18. ESA Team
  19. CAS
  20. Customer Obsessed
  21. Defined Benefit Plan
  22. Tax deferral
  23. PGC Investment Strategy
  24. Open enrollment
  25. Competent
  26. Defined Contribution Plan
  27. D3
  28. Tier B
  29. NetBenefits
  30. PGC Retirement Analysis
  31. Lyle White
  32. Pre-appt Planning
  33. Glance
  34. Vesting
  35. Michelle Gallagher
  36. Relationship Manager
  37. Salesforce
  38. Health Savings Accounts
  39. Heather Jackson
  40. eMoney
  41. Zoom
  42. Tier A
  43. Confidential
  44. Primary advisor
  45. Executive Planning Consultant
  46. D1
  47. Non-qualified Deferred Comp Plan
  48. FILI
  49. Strategy