Spoke toa BoeingEmployeeAttend anOpenDoorSessionRetentionSaveUpdatedgoals inHalogenAssista ClientThankeda client fortheirbusiness401KRoll-in#1Requestedemail toclientDiscussedFees witha clientClosed ateam trackticketIRALead#2Welcomed aclient toProfessionalmgmt.Spoke tosomeonefrom FLIRALead#1Saidcomprehensiveinstead ofholisticUsed yourBrandingStatementUsed theGST$model401Kroll-in#2RetentionSaveReadKnowledgeabout ourmobile appIRALead#3LoggedontoVitalityEnrollmentDiscussedadding tocontributionSpoke toa BoeingEmployeeAttend anOpenDoorSessionRetentionSaveUpdatedgoals inHalogenAssista ClientThankeda client fortheirbusiness401KRoll-in#1Requestedemail toclientDiscussedFees witha clientClosed ateam trackticketIRALead#2Welcomed aclient toProfessionalmgmt.Spoke tosomeonefrom FLIRALead#1Saidcomprehensiveinstead ofholisticUsed yourBrandingStatementUsed theGST$model401Kroll-in#2RetentionSaveReadKnowledgeabout ourmobile appIRALead#3LoggedontoVitalityEnrollmentDiscussedadding tocontribution

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