RelationshipManagerConfidentialESATeamLyleWhiteNon-qualifiedDeferredComp PlanCollegePlanningD1VestingBenefitsReviewCompetentTierBMichelleGallagherCASWillSkillTimeFILIHeatherJacksonDefinedContributionPlanTierMTierDHealthSavingsAccountsDefinedBenefitPlanGuidedPortfolioSummaryPersonalizedBenefitsEducationGarrettSmithZoom TierAFidelityCharitableCustomerObsessedGlanceOpenenrollmentPGCRetirementAnalysisNetBenefitsWealthPlanningPrimaryadvisorEquityCompensationeMoneyComplimentarySalesforceExecutivePlanningConsultantConciergeLevelServiceManagedAccountsTaxdeferralCSSWealthManagementOperationsStrategyPre-apptPlanningD3WelcomeCallPGCInvestmentStrategyRelationshipManagerConfidentialESATeamLyleWhiteNon-qualifiedDeferredComp PlanCollegePlanningD1VestingBenefitsReviewCompetentTierBMichelleGallagherCASWillSkillTimeFILIHeatherJacksonDefinedContributionPlanTierMTierDHealthSavingsAccountsDefinedBenefitPlanGuidedPortfolioSummaryPersonalizedBenefitsEducationGarrettSmithZoom TierAFidelityCharitableCustomerObsessedGlanceOpenenrollmentPGCRetirementAnalysisNetBenefitsWealthPlanningPrimaryadvisorEquityCompensationeMoneyComplimentarySalesforceExecutivePlanningConsultantConciergeLevelServiceManagedAccountsTaxdeferralCSSWealthManagementOperationsStrategyPre-apptPlanningD3WelcomeCallPGCInvestmentStrategy

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