LoggedontoVitalityDiscussedFees witha clientSpoke toa BoeingEmployeeAssista ClientUpdatedgoals inHalogenRetentionSaveAttend anOpenDoorSessionSpoke tosomeonefrom FLRequestedemail toclientIRALead#3IRALead#2Welcomed aclient toProfessionalmgmt.Used yourBrandingStatement401Kroll-in#2Discussedadding tocontribution401KRoll-in#1Thankeda client fortheirbusinessIRALead#1Saidcomprehensiveinstead ofholisticRetentionSaveUsed theGST$modelReadKnowledgeabout ourmobile appClosed ateam trackticketEnrollmentLoggedontoVitalityDiscussedFees witha clientSpoke toa BoeingEmployeeAssista ClientUpdatedgoals inHalogenRetentionSaveAttend anOpenDoorSessionSpoke tosomeonefrom FLRequestedemail toclientIRALead#3IRALead#2Welcomed aclient toProfessionalmgmt.Used yourBrandingStatement401Kroll-in#2Discussedadding tocontribution401KRoll-in#1Thankeda client fortheirbusinessIRALead#1Saidcomprehensiveinstead ofholisticRetentionSaveUsed theGST$modelReadKnowledgeabout ourmobile appClosed ateam trackticketEnrollment

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