RetentionSaveUsed theGST$modelAssista ClientDiscussedadding tocontributionWelcomed aclient toProfessionalmgmt.401KRoll-in#1Used yourBrandingStatementRetentionSaveThankeda client fortheirbusinessRequestedemail toclientSaidcomprehensiveinstead ofholisticEnrollmentIRALead#3IRALead#1Spoke tosomeonefrom FLAttend anOpenDoorSessionLoggedontoVitalityDiscussedFees witha clientSpoke toa BoeingEmployeeClosed ateam trackticketReadKnowledgeabout ourmobile app401Kroll-in#2Updatedgoals inHalogenIRALead#2RetentionSaveUsed theGST$modelAssista ClientDiscussedadding tocontributionWelcomed aclient toProfessionalmgmt.401KRoll-in#1Used yourBrandingStatementRetentionSaveThankeda client fortheirbusinessRequestedemail toclientSaidcomprehensiveinstead ofholisticEnrollmentIRALead#3IRALead#1Spoke tosomeonefrom FLAttend anOpenDoorSessionLoggedontoVitalityDiscussedFees witha clientSpoke toa BoeingEmployeeClosed ateam trackticketReadKnowledgeabout ourmobile app401Kroll-in#2Updatedgoals inHalogenIRALead#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.


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