Contribution Buy A CD Checked Benes Check MM Yield RMD ACI to ACB Transfer Sell an Equity Balance/Funds Available Conversion Online Navigation Email links to client Brokerage App Transfer to BRS Submit a form Buy an Equity Asked client about their Occupation Speak with an Advisor Frequent Caller Ask about client's retirement year Passed AV Bring up statement fees (Ecomm) Play withholding script Buy a Treasury RDO! Contribution Buy A CD Checked Benes Check MM Yield RMD ACI to ACB Transfer Sell an Equity Balance/Funds Available Conversion Online Navigation Email links to client Brokerage App Transfer to BRS Submit a form Buy an Equity Asked client about their Occupation Speak with an Advisor Frequent Caller Ask about client's retirement year Passed AV Bring up statement fees (Ecomm) Play withholding script Buy a Treasury RDO!
(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.
Contribution
Buy A CD
Checked Benes
Check MM Yield
RMD
ACI to ACB Transfer
Sell an Equity
Balance/Funds Available
Conversion
Online Navigation
Email links to client
Brokerage App
Transfer to BRS
Submit a form
Buy an Equity
Asked client about their Occupation
Speak with an Advisor
Frequent Caller
Ask about client's retirement year
Passed AV
Bring up statement fees (Ecomm)
Play withholding script
Buy a Treasury
RDO!