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