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