Set upinvestmentapptAsks aboutMutualFunds orinvestmentsNewBankCustomerIRA CDcontributionAsksabout CDratesRefers tootherbank ratesNewResidentof areaSet upLTIapptSet upinvestmentapptSet upinvestmentapptAppt toreviewretirementAsksAbout CDRates$50K+inSavings401K/IRARollover$50K+inSavings401K/IRARolloverContributionor new IRAinquiryComplainsabouttaxesSellingpropertyorbusinessWorriedaboutlivingcostsRetirementplanquestionsAsksabout CDratesWantshigherincomeInheritedmoneySet upinvestmentapptAsks aboutMutualFunds orinvestmentsNewBankCustomerIRA CDcontributionAsksabout CDratesRefers tootherbank ratesNewResidentof areaSet upLTIapptSet upinvestmentapptSet upinvestmentapptAppt toreviewretirementAsksAbout CDRates$50K+inSavings401K/IRARollover$50K+inSavings401K/IRARolloverContributionor new IRAinquiryComplainsabouttaxesSellingpropertyorbusinessWorriedaboutlivingcostsRetirementplanquestionsAsksabout CDratesWantshigherincomeInheritedmoney

Referral 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 investment appt
  2. Asks about Mutual Funds or investments
  3. New Bank Customer
  4. IRA CD contribution
  5. Asks about CD rates
  6. Refers to other bank rates
  7. New Resident of area
  8. Set up LTI appt
  9. Set up investment appt
  10. Set up investment appt
  11. Appt to review retirement
  12. Asks About CD Rates
  13. $50K+ in Savings
  14. 401K/IRA Rollover
  15. $50K+ in Savings
  16. 401K/IRA Rollover
  17. Contribution or new IRA inquiry
  18. Complains about taxes
  19. Selling property or business
  20. Worried about living costs
  21. Retirement plan questions
  22. Asks about CD rates
  23. Wants higher income
  24. Inherited money