Attend anOpenDoorSessionEnrollmentAssista ClientReadKnowledgeabout ourmobile appRequestedemail toclientSpoke toa BoeingEmployeeClosed ateam trackticket401Kroll-in#2Used yourBrandingStatementThankeda client fortheirbusinessIRALead#3Used theGST$modelDiscussedadding tocontributionLoggedontoVitalityIRALead#2Spoke tosomeonefrom FLRetentionSaveUpdatedgoals inHalogen401KRoll-in#1RetentionSaveSaidcomprehensiveinstead ofholisticWelcomed aclient toProfessionalmgmt.IRALead#1DiscussedFees witha clientAttend anOpenDoorSessionEnrollmentAssista ClientReadKnowledgeabout ourmobile appRequestedemail toclientSpoke toa BoeingEmployeeClosed ateam trackticket401Kroll-in#2Used yourBrandingStatementThankeda client fortheirbusinessIRALead#3Used theGST$modelDiscussedadding tocontributionLoggedontoVitalityIRALead#2Spoke tosomeonefrom FLRetentionSaveUpdatedgoals inHalogen401KRoll-in#1RetentionSaveSaidcomprehensiveinstead ofholisticWelcomed aclient toProfessionalmgmt.IRALead#1DiscussedFees witha client

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