Set up 1 IPSappointmentFind 1person/caseto bring tonext meetingRun 1ECRMCampaignCreate 1IPSOpportunityin ECRMAdd in apositivenote to ourTeams ChatCall yourwholesalerOpen 1 IPSAccount (IRA, 529,rollover, transfer,Pac Life, Jackson,Brokerage,Advisory)Pivotto 529Set up 1 IPSappointmentFind 1person/caseto bring tonext meetingRun 1ECRMCampaignCreate 1IPSOpportunityin ECRMAdd in apositivenote to ourTeams ChatCall yourwholesalerOpen 1 IPSAccount (IRA, 529,rollover, transfer,Pac Life, Jackson,Brokerage,Advisory)Pivotto 529

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