Used theGST$modelIRALead#3LoggedontoVitalityRetentionSaveDiscussedadding tocontribution401KRoll-in#1RetentionSaveIRALead#2ReadKnowledgeabout ourmobile appEnrollmentAttend anOpenDoorSessionUsed yourBrandingStatementAssista ClientSaidcomprehensiveinstead ofholisticSpoke toa BoeingEmployeeUpdatedgoals inHalogenIRALead#1Spoke tosomeonefrom FLClosed ateam trackticketThankeda client fortheirbusinessDiscussedFees witha clientWelcomed aclient toProfessionalmgmt.401Kroll-in#2Requestedemail toclientUsed theGST$modelIRALead#3LoggedontoVitalityRetentionSaveDiscussedadding tocontribution401KRoll-in#1RetentionSaveIRALead#2ReadKnowledgeabout ourmobile appEnrollmentAttend anOpenDoorSessionUsed yourBrandingStatementAssista ClientSaidcomprehensiveinstead ofholisticSpoke toa BoeingEmployeeUpdatedgoals inHalogenIRALead#1Spoke tosomeonefrom FLClosed ateam trackticketThankeda client fortheirbusinessDiscussedFees witha clientWelcomed aclient toProfessionalmgmt.401Kroll-in#2Requestedemail toclient

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