Discussedadding tocontributionIRALead#3Saidcomprehensiveinstead ofholisticClosed ateam trackticketRequestedemail toclientThankeda client fortheirbusinessReadKnowledgeabout ourmobile appUsed theGST$modelIRALead#1RetentionSaveIRALead#2LoggedontoVitalityAssista ClientUsed yourBrandingStatementUpdatedgoals inHalogenAttend anOpenDoorSessionWelcomed aclient toProfessionalmgmt.Spoke tosomeonefrom FLRetentionSaveSpoke toa BoeingEmployee401KRoll-in#1EnrollmentDiscussedFees witha client401Kroll-in#2Discussedadding tocontributionIRALead#3Saidcomprehensiveinstead ofholisticClosed ateam trackticketRequestedemail toclientThankeda client fortheirbusinessReadKnowledgeabout ourmobile appUsed theGST$modelIRALead#1RetentionSaveIRALead#2LoggedontoVitalityAssista ClientUsed yourBrandingStatementUpdatedgoals inHalogenAttend anOpenDoorSessionWelcomed aclient toProfessionalmgmt.Spoke tosomeonefrom FLRetentionSaveSpoke toa BoeingEmployee401KRoll-in#1EnrollmentDiscussedFees witha client401Kroll-in#2

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