Call yourwholesalerCreate 1IPSOpportunityin ECRMFind 1person/caseto bring tonext meetingPivotto 529Open 1 IPSAccount (IRA, 529,rollover, transfer,Pac Life, Jackson,Brokerage,Advisory)Add in apositivenote to ourTeams ChatRun 1ECRMCampaignSet up 1 IPSappointmentCall yourwholesalerCreate 1IPSOpportunityin ECRMFind 1person/caseto bring tonext meetingPivotto 529Open 1 IPSAccount (IRA, 529,rollover, transfer,Pac Life, Jackson,Brokerage,Advisory)Add in apositivenote to ourTeams ChatRun 1ECRMCampaignSet up 1 IPSappointment

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