RetentionSaveLoggedontoVitalitySaidcomprehensiveinstead ofholisticAssista ClientSpoke toa BoeingEmployeeIRALead#3401Kroll-in#2Updatedgoals inHalogenEnrollmentAttend anOpenDoorSessionIRALead#2Used theGST$modelReadKnowledgeabout ourmobile appUsed yourBrandingStatementWelcomed aclient toProfessionalmgmt.Spoke tosomeonefrom FLDiscussedFees witha client401KRoll-in#1Discussedadding tocontributionRetentionSaveRequestedemail toclientClosed ateam trackticketIRALead#1Thankeda client fortheirbusinessRetentionSaveLoggedontoVitalitySaidcomprehensiveinstead ofholisticAssista ClientSpoke toa BoeingEmployeeIRALead#3401Kroll-in#2Updatedgoals inHalogenEnrollmentAttend anOpenDoorSessionIRALead#2Used theGST$modelReadKnowledgeabout ourmobile appUsed yourBrandingStatementWelcomed aclient toProfessionalmgmt.Spoke tosomeonefrom FLDiscussedFees witha client401KRoll-in#1Discussedadding tocontributionRetentionSaveRequestedemail toclientClosed ateam trackticketIRALead#1Thankeda 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.


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