Create 1IPSOpportunityin ECRMFind 1person/caseto bring tonext meetingSet up 1 IPSappointmentAdd in apositivenote to ourTeams ChatRun 1ECRMCampaignOpen 1 IPSAccount (IRA, 529,rollover, transfer,Pac Life, Jackson,Brokerage,Advisory)Pivotto 529Call yourwholesalerCreate 1IPSOpportunityin ECRMFind 1person/caseto bring tonext meetingSet up 1 IPSappointmentAdd in apositivenote to ourTeams ChatRun 1ECRMCampaignOpen 1 IPSAccount (IRA, 529,rollover, transfer,Pac Life, Jackson,Brokerage,Advisory)Pivotto 529Call yourwholesaler

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