ProcessenrollmentIncreasecontributionamountPart withbirthdayon the28thPart tenurew/ companymore than15 yearsFund a PIaccounttodayPart livesin yourhomestateWorkOTtodayGiveEducationalin NatureDisclosureCoverFIDPREPFist bumpJoeRequejoPart whohas PIaccountTransfer toa Branch [orsend leadvia Prelude]Plan whooffersPASwProcessPTOPGet atransferfrom PITalked topart with$100k +at FidelityPart withsame birthmonth asyouGet atransferfrom aService RepSend a linkviaFidelity.comParts firstname sameas yourManagerGet aHUG fromDaveEpplenPart withyour firstnameParts firstnamesame asyour GSSHaveMarketTimingConvoProcessenrollmentIncreasecontributionamountPart withbirthdayon the28thPart tenurew/ companymore than15 yearsFund a PIaccounttodayPart livesin yourhomestateWorkOTtodayGiveEducationalin NatureDisclosureCoverFIDPREPFist bumpJoeRequejoPart whohas PIaccountTransfer toa Branch [orsend leadvia Prelude]Plan whooffersPASwProcessPTOPGet atransferfrom PITalked topart with$100k +at FidelityPart withsame birthmonth asyouGet atransferfrom aService RepSend a linkviaFidelity.comParts firstname sameas yourManagerGet aHUG fromDaveEpplenPart withyour firstnameParts firstnamesame asyour GSSHaveMarketTimingConvo

GUIDANCE DAY O' FUN 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. Process enrollment
  2. Increase contribution amount
  3. Part with birthday on the 28th
  4. Part tenure w/ company more than 15 years
  5. Fund a PI account today
  6. Part lives in your home state
  7. Work OT today
  8. Give Educational in Nature Disclosure
  9. Cover FIDPREP
  10. Fist bump Joe Requejo
  11. Part who has PI account
  12. Transfer to a Branch [or send lead via Prelude]
  13. Plan who offers PASw
  14. Process PTOP
  15. Get a transfer from PI
  16. Talked to part with $100k + at Fidelity
  17. Part with same birth month as you
  18. Get a transfer from a Service Rep
  19. Send a link via Fidelity.com
  20. Parts first name same as your Manager
  21. Get a HUG from Dave Epplen
  22. Part with your first name
  23. Parts first name same as your GSS
  24. Have Market Timing Convo