Open 1 IPSAccount (IRA, 529,rollover, transfer,Pac Life, Jackson,Brokerage,Advisory)Create 1IPSOpportunityin ECRMPivotto 529Set up 1 IPSappointmentFind 1person/caseto bring tonext meetingCall yourwholesalerRun 1ECRMCampaignAdd in apositivenote to ourTeams ChatOpen 1 IPSAccount (IRA, 529,rollover, transfer,Pac Life, Jackson,Brokerage,Advisory)Create 1IPSOpportunityin ECRMPivotto 529Set up 1 IPSappointmentFind 1person/caseto bring tonext meetingCall yourwholesalerRun 1ECRMCampaignAdd in apositivenote to ourTeams Chat

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