IRALead#3DiscussedFees witha clientAssista ClientRetentionSaveUpdatedgoals inHalogenUsed yourBrandingStatement401KRoll-in#1EnrollmentIRALead#1Requestedemail toclientReadKnowledgeabout ourmobile appDiscussedadding tocontribution401Kroll-in#2Closed ateam trackticketIRALead#2RetentionSaveAttend anOpenDoorSessionSpoke toa BoeingEmployeeWelcomed aclient toProfessionalmgmt.Spoke tosomeonefrom FLUsed theGST$modelLoggedontoVitalitySaidcomprehensiveinstead ofholisticThankeda client fortheirbusinessIRALead#3DiscussedFees witha clientAssista ClientRetentionSaveUpdatedgoals inHalogenUsed yourBrandingStatement401KRoll-in#1EnrollmentIRALead#1Requestedemail toclientReadKnowledgeabout ourmobile appDiscussedadding tocontribution401Kroll-in#2Closed ateam trackticketIRALead#2RetentionSaveAttend anOpenDoorSessionSpoke toa BoeingEmployeeWelcomed aclient toProfessionalmgmt.Spoke tosomeonefrom FLUsed theGST$modelLoggedontoVitalitySaidcomprehensiveinstead ofholisticThankeda client fortheirbusiness

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