Updatedgoals inHalogenRetentionSaveSpoke toa BoeingEmployeeAttend anOpenDoorSessionIRALead#3ReadKnowledgeabout ourmobile app401KRoll-in#1Welcomed aclient toProfessionalmgmt.Saidcomprehensiveinstead ofholisticAssista ClientDiscussedadding tocontributionThankeda client fortheirbusinessRetentionSaveEnrollmentUsed yourBrandingStatementClosed ateam trackticketIRALead#2DiscussedFees witha clientSpoke tosomeonefrom FL401Kroll-in#2IRALead#1Requestedemail toclientUsed theGST$modelLoggedontoVitalityUpdatedgoals inHalogenRetentionSaveSpoke toa BoeingEmployeeAttend anOpenDoorSessionIRALead#3ReadKnowledgeabout ourmobile app401KRoll-in#1Welcomed aclient toProfessionalmgmt.Saidcomprehensiveinstead ofholisticAssista ClientDiscussedadding tocontributionThankeda client fortheirbusinessRetentionSaveEnrollmentUsed yourBrandingStatementClosed ateam trackticketIRALead#2DiscussedFees witha clientSpoke tosomeonefrom FL401Kroll-in#2IRALead#1Requestedemail toclientUsed theGST$modelLoggedontoVitality

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