Attend anOpenDoorSessionSpoke tosomeonefrom FL401Kroll-in#2Spoke toa BoeingEmployeeAssista ClientIRALead#3Saidcomprehensiveinstead ofholisticWelcomed aclient toProfessionalmgmt.Used theGST$modelIRALead#2RetentionSaveIRALead#1Thankeda client fortheirbusinessUpdatedgoals inHalogenLoggedontoVitalityRequestedemail toclientClosed ateam trackticket401KRoll-in#1RetentionSaveReadKnowledgeabout ourmobile appDiscussedFees witha clientDiscussedadding tocontributionEnrollmentUsed yourBrandingStatementAttend anOpenDoorSessionSpoke tosomeonefrom FL401Kroll-in#2Spoke toa BoeingEmployeeAssista ClientIRALead#3Saidcomprehensiveinstead ofholisticWelcomed aclient toProfessionalmgmt.Used theGST$modelIRALead#2RetentionSaveIRALead#1Thankeda client fortheirbusinessUpdatedgoals inHalogenLoggedontoVitalityRequestedemail toclientClosed ateam trackticket401KRoll-in#1RetentionSaveReadKnowledgeabout ourmobile appDiscussedFees witha clientDiscussedadding tocontributionEnrollmentUsed yourBrandingStatement

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