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