401KRoll-in#1Attend anOpenDoorSessionAssista ClientThankeda client fortheirbusinessSaidcomprehensiveinstead ofholisticDiscussedadding tocontributionDiscussedFees witha clientUsed theGST$modelSpoke toa BoeingEmployeeReadKnowledgeabout ourmobile appIRALead#2RetentionSaveSpoke tosomeonefrom FL401Kroll-in#2LoggedontoVitalityIRALead#3EnrollmentUsed yourBrandingStatementUpdatedgoals inHalogenWelcomed aclient toProfessionalmgmt.IRALead#1RetentionSaveClosed ateam trackticketRequestedemail toclient401KRoll-in#1Attend anOpenDoorSessionAssista ClientThankeda client fortheirbusinessSaidcomprehensiveinstead ofholisticDiscussedadding tocontributionDiscussedFees witha clientUsed theGST$modelSpoke toa BoeingEmployeeReadKnowledgeabout ourmobile appIRALead#2RetentionSaveSpoke tosomeonefrom FL401Kroll-in#2LoggedontoVitalityIRALead#3EnrollmentUsed yourBrandingStatementUpdatedgoals inHalogenWelcomed aclient toProfessionalmgmt.IRALead#1RetentionSaveClosed ateam trackticketRequestedemail toclient

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