Set up 1 IPSappointmentOpen 1 IPSAccount (IRA, 529,rollover, transfer,Pac Life, Jackson,Brokerage,Advisory)Add in apositivenote to ourTeams ChatFind 1person/caseto bring tonext meetingRun 1ECRMCampaignCreate 1IPSOpportunityin ECRMCall yourwholesalerPivotto 529Set up 1 IPSappointmentOpen 1 IPSAccount (IRA, 529,rollover, transfer,Pac Life, Jackson,Brokerage,Advisory)Add in apositivenote to ourTeams ChatFind 1person/caseto bring tonext meetingRun 1ECRMCampaignCreate 1IPSOpportunityin ECRMCall yourwholesalerPivotto 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. Open 1 IPS Account (IRA, 529, rollover, transfer, Pac Life, Jackson, Brokerage, Advisory)
  3. Add in a positive note to our Teams Chat
  4. Find 1 person/case to bring to next meeting
  5. Run 1 ECRM Campaign
  6. Create 1 IPS Opportunity in ECRM
  7. Call your wholesaler
  8. Pivot to 529