Add in apositivenote to ourTeams ChatPivotto 529Find 1person/caseto bring tonext meetingOpen 1 IPSAccount (IRA, 529,rollover, transfer,Pac Life, Jackson,Brokerage,Advisory)Run 1ECRMCampaignSet up 1 IPSappointmentCall yourwholesalerCreate 1IPSOpportunityin ECRMAdd in apositivenote to ourTeams ChatPivotto 529Find 1person/caseto bring tonext meetingOpen 1 IPSAccount (IRA, 529,rollover, transfer,Pac Life, Jackson,Brokerage,Advisory)Run 1ECRMCampaignSet up 1 IPSappointmentCall yourwholesalerCreate 1IPSOpportunityin ECRM

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