Assista ClientWelcomed aclient toProfessionalmgmt.EnrollmentUsed yourBrandingStatementDiscussedadding tocontribution401KRoll-in#1Used theGST$modelThankeda client fortheirbusinessRetentionSaveClosed ateam trackticketUpdatedgoals inHalogenDiscussedFees witha clientSpoke tosomeonefrom FLLoggedontoVitalityReadKnowledgeabout ourmobile appIRALead#2RetentionSaveRequestedemail toclient401Kroll-in#2Attend anOpenDoorSessionSpoke toa BoeingEmployeeIRALead#3Saidcomprehensiveinstead ofholisticIRALead#1Assista ClientWelcomed aclient toProfessionalmgmt.EnrollmentUsed yourBrandingStatementDiscussedadding tocontribution401KRoll-in#1Used theGST$modelThankeda client fortheirbusinessRetentionSaveClosed ateam trackticketUpdatedgoals inHalogenDiscussedFees witha clientSpoke tosomeonefrom FLLoggedontoVitalityReadKnowledgeabout ourmobile appIRALead#2RetentionSaveRequestedemail toclient401Kroll-in#2Attend anOpenDoorSessionSpoke toa BoeingEmployeeIRALead#3Saidcomprehensiveinstead ofholisticIRALead#1

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