Spoke toa BoeingEmployeeSpoke tosomeonefrom FLReadKnowledgeabout ourmobile appUsed theGST$modelRequestedemail toclientIRALead#2EnrollmentLoggedontoVitalityRetentionSaveThankeda client fortheirbusinessIRALead#1Saidcomprehensiveinstead ofholisticUpdatedgoals inHalogenWelcomed aclient toProfessionalmgmt.401Kroll-in#2Used yourBrandingStatement401KRoll-in#1Attend anOpenDoorSessionIRALead#3Discussedadding tocontributionAssista ClientRetentionSaveClosed ateam trackticketDiscussedFees witha clientSpoke toa BoeingEmployeeSpoke tosomeonefrom FLReadKnowledgeabout ourmobile appUsed theGST$modelRequestedemail toclientIRALead#2EnrollmentLoggedontoVitalityRetentionSaveThankeda client fortheirbusinessIRALead#1Saidcomprehensiveinstead ofholisticUpdatedgoals inHalogenWelcomed aclient toProfessionalmgmt.401Kroll-in#2Used yourBrandingStatement401KRoll-in#1Attend anOpenDoorSessionIRALead#3Discussedadding tocontributionAssista ClientRetentionSaveClosed ateam trackticketDiscussedFees witha client

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