Thankeda client fortheirbusinessIRALead#1Spoke tosomeonefrom FLSaidcomprehensiveinstead ofholisticUsed yourBrandingStatementSpoke toa BoeingEmployeeIRALead#2Attend anOpenDoorSessionLoggedontoVitalityDiscussedFees witha client401KRoll-in#1Assista ClientUpdatedgoals inHalogenUsed theGST$modelEnrollmentDiscussedadding tocontributionRetentionSaveClosed ateam trackticket401Kroll-in#2ReadKnowledgeabout ourmobile appIRALead#3Welcomed aclient toProfessionalmgmt.Requestedemail toclientRetentionSaveThankeda client fortheirbusinessIRALead#1Spoke tosomeonefrom FLSaidcomprehensiveinstead ofholisticUsed yourBrandingStatementSpoke toa BoeingEmployeeIRALead#2Attend anOpenDoorSessionLoggedontoVitalityDiscussedFees witha client401KRoll-in#1Assista ClientUpdatedgoals inHalogenUsed theGST$modelEnrollmentDiscussedadding tocontributionRetentionSaveClosed ateam trackticket401Kroll-in#2ReadKnowledgeabout ourmobile appIRALead#3Welcomed aclient toProfessionalmgmt.Requestedemail toclientRetentionSave

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