Zoom WelcomeCallDefinedContributionPlanEquityCompensationMichelleGallagherTierMRelationshipManagerWealthManagementOperationsTierDCustomerObsessedExecutivePlanningConsultantD3FILICSSStrategyTaxdeferralWealthPlanningComplimentaryManagedAccountsTierAPrimaryadvisoreMoneyPGCInvestmentStrategyBenefitsReviewOpenenrollmentESATeamCompetentConciergeLevelServiceWillSkillTimeConfidentialGlanceSalesforceFidelityCharitableNetBenefitsCollegePlanningGarrettSmithVestingCASTierBNon-qualifiedDeferredComp PlanHealthSavingsAccountsPersonalizedBenefitsEducationLyleWhitePre-apptPlanningDefinedBenefitPlanGuidedPortfolioSummaryHeatherJacksonPGCRetirementAnalysisD1Zoom WelcomeCallDefinedContributionPlanEquityCompensationMichelleGallagherTierMRelationshipManagerWealthManagementOperationsTierDCustomerObsessedExecutivePlanningConsultantD3FILICSSStrategyTaxdeferralWealthPlanningComplimentaryManagedAccountsTierAPrimaryadvisoreMoneyPGCInvestmentStrategyBenefitsReviewOpenenrollmentESATeamCompetentConciergeLevelServiceWillSkillTimeConfidentialGlanceSalesforceFidelityCharitableNetBenefitsCollegePlanningGarrettSmithVestingCASTierBNon-qualifiedDeferredComp PlanHealthSavingsAccountsPersonalizedBenefitsEducationLyleWhitePre-apptPlanningDefinedBenefitPlanGuidedPortfolioSummaryHeatherJacksonPGCRetirementAnalysisD1

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