Spoke toa BoeingEmployeeIRALead#1Requestedemail toclientIRALead#3ReadKnowledgeabout ourmobile appUsed theGST$modelThankeda client fortheirbusinessSaidcomprehensiveinstead ofholistic401Kroll-in#2RetentionSave401KRoll-in#1RetentionSaveWelcomed aclient toProfessionalmgmt.IRALead#2EnrollmentDiscussedadding tocontributionDiscussedFees witha clientAttend anOpenDoorSessionClosed ateam trackticketLoggedontoVitalityUsed yourBrandingStatementUpdatedgoals inHalogenAssista ClientSpoke tosomeonefrom FLSpoke toa BoeingEmployeeIRALead#1Requestedemail toclientIRALead#3ReadKnowledgeabout ourmobile appUsed theGST$modelThankeda client fortheirbusinessSaidcomprehensiveinstead ofholistic401Kroll-in#2RetentionSave401KRoll-in#1RetentionSaveWelcomed aclient toProfessionalmgmt.IRALead#2EnrollmentDiscussedadding tocontributionDiscussedFees witha clientAttend anOpenDoorSessionClosed ateam trackticketLoggedontoVitalityUsed yourBrandingStatementUpdatedgoals inHalogenAssista ClientSpoke tosomeonefrom FL

Financial Engines 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. Spoke to a Boeing Employee
  2. IRA Lead #1
  3. Requested email to client
  4. IRA Lead #3
  5. Read Knowledge about our mobile app
  6. Used the GST$ model
  7. Thanked a client for their business
  8. Said comprehensive instead of holistic
  9. 401K roll-in #2
  10. Retention Save
  11. 401K Roll-in #1
  12. Retention Save
  13. Welcomed a client to Professional mgmt.
  14. IRA Lead #2
  15. Enrollment
  16. Discussed adding to contribution
  17. Discussed Fees with a client
  18. Attend an Open Door Session
  19. Closed a team track ticket
  20. Logged onto Vitality
  21. Used your Branding Statement
  22. Updated goals in Halogen
  23. Assist a Client
  24. Spoke to someone from FL