This bingo card has a free space and 24 words: Account balance over $100,000, what is the minimum amount to speak to an Investment Advisor?, Make an introduction to Chanda, Account balance over $250,000, True or False; There are no guaranteed options for an investment account, Someone who has recently moved, ask some how their retirement plan looks?, Find an account with out a beneficiary, someone recently retired, Ask someone if they are happy with their current returns on their investments, Someone that started a new job, set an investment appointment for Chanda, someone with an old 401K, offer someone a free financial review, find a check from an investment company, find a transaction from an investment company, someone who has recently lost a family member, someone that has a cash IRA with us, credit card balance over $5000, upgrade a customer to Platinum Perks, find a Plat. Perks customer with no savings with us, Ask a customer if they are happy with their Financial Advisor, Find a customer that has the wrong employer on their profile. and Set an appointment for yourself to spend 5 minutes with Chanda.
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