Set up 1 IPSappointmentCall yourwholesalerFind 1person/caseto bring tonext meetingAdd in apositivenote to ourTeams ChatPivotto 529Run 1ECRMCampaignOpen 1 IPSAccount (IRA, 529,rollover, transfer,Pac Life, Jackson,Brokerage,Advisory)Create 1IPSOpportunityin ECRMSet up 1 IPSappointmentCall yourwholesalerFind 1person/caseto bring tonext meetingAdd in apositivenote to ourTeams ChatPivotto 529Run 1ECRMCampaignOpen 1 IPSAccount (IRA, 529,rollover, transfer,Pac Life, Jackson,Brokerage,Advisory)Create 1IPSOpportunityin ECRM

IPS 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. Set up 1 IPS appointment
  2. Call your wholesaler
  3. Find 1 person/case to bring to next meeting
  4. Add in a positive note to our Teams Chat
  5. Pivot to 529
  6. Run 1 ECRM Campaign
  7. Open 1 IPS Account (IRA, 529, rollover, transfer, Pac Life, Jackson, Brokerage, Advisory)
  8. Create 1 IPS Opportunity in ECRM