ContributionBuyA CDCheckedBenesCheckMMYieldRMDACI toACBTransferSell anEquityBalance/FundsAvailableConversionOnlineNavigationEmaillinks toclientBrokerageAppTransferto BRSSubmita formBuy anEquityAskedclient abouttheirOccupationSpeakwith anAdvisorFrequentCallerAsk aboutclient'sretirementyearPassedAVBring upstatementfees(Ecomm)PlaywithholdingscriptBuy aTreasuryRDO!ContributionBuyA CDCheckedBenesCheckMMYieldRMDACI toACBTransferSell anEquityBalance/FundsAvailableConversionOnlineNavigationEmaillinks toclientBrokerageAppTransferto BRSSubmita formBuy anEquityAskedclient abouttheirOccupationSpeakwith anAdvisorFrequentCallerAsk aboutclient'sretirementyearPassedAVBring upstatementfees(Ecomm)PlaywithholdingscriptBuy aTreasuryRDO!

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