Balance/FundsAvailableBring upstatementfees(Ecomm)FrequentCallerConversionBrokerageAppTransferto BRSSubmita formEmaillinks toclientPlaywithholdingscriptContributionAskedclient abouttheirOccupationSell anEquityBuyA CDRMDACI toACBTransferCheckedBenesCheckMMYieldOnlineNavigationRDO!PassedAVSpeakwith anAdvisorAsk aboutclient'sretirementyearBuy anEquityBuy aTreasuryBalance/FundsAvailableBring upstatementfees(Ecomm)FrequentCallerConversionBrokerageAppTransferto BRSSubmita formEmaillinks toclientPlaywithholdingscriptContributionAskedclient abouttheirOccupationSell anEquityBuyA CDRMDACI toACBTransferCheckedBenesCheckMMYieldOnlineNavigationRDO!PassedAVSpeakwith anAdvisorAsk aboutclient'sretirementyearBuy anEquityBuy aTreasury

Untitled 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. Balance/Funds Available
  2. Bring up statement fees (Ecomm)
  3. Frequent Caller
  4. Conversion
  5. Brokerage App
  6. Transfer to BRS
  7. Submit a form
  8. Email links to client
  9. Play withholding script
  10. Contribution
  11. Asked client about their Occupation
  12. Sell an Equity
  13. Buy A CD
  14. RMD
  15. ACI to ACB Transfer
  16. Checked Benes
  17. Check MM Yield
  18. Online Navigation
  19. RDO!
  20. Passed AV
  21. Speak with an Advisor
  22. Ask about client's retirement year
  23. Buy an Equity
  24. Buy a Treasury