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