Create 1IPSOpportunityin ECRMCall yourwholesalerOpen 1 IPSAccount (IRA, 529,rollover, transfer,Pac Life, Jackson,Brokerage,Advisory)Set up 1 IPSappointmentRun 1ECRMCampaignAdd in apositivenote to ourTeams ChatPivotto 529Find 1person/caseto bring tonext meetingCreate 1IPSOpportunityin ECRMCall yourwholesalerOpen 1 IPSAccount (IRA, 529,rollover, transfer,Pac Life, Jackson,Brokerage,Advisory)Set up 1 IPSappointmentRun 1ECRMCampaignAdd in apositivenote to ourTeams ChatPivotto 529Find 1person/caseto bring tonext meeting

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