InheritedmoneyWorriedaboutlivingcostsSet upinvestmentapptAsksabout CDratesSet upinvestmentapptAppt toreviewretirementSet upLTIappt401K/IRARolloverContributionor new IRAinquiryNewResidentof areaNewBankCustomer$50K+inSavingsAsksAbout CDRatesIRA CDcontributionAsksabout CDratesRetirementplanquestionsSellingpropertyorbusinessWantshigherincome$50K+inSavingsComplainsabouttaxes401K/IRARolloverRefers tootherbank ratesSet upinvestmentapptAsks aboutMutualFunds orinvestmentsInheritedmoneyWorriedaboutlivingcostsSet upinvestmentapptAsksabout CDratesSet upinvestmentapptAppt toreviewretirementSet upLTIappt401K/IRARolloverContributionor new IRAinquiryNewResidentof areaNewBankCustomer$50K+inSavingsAsksAbout CDRatesIRA CDcontributionAsksabout CDratesRetirementplanquestionsSellingpropertyorbusinessWantshigherincome$50K+inSavingsComplainsabouttaxes401K/IRARolloverRefers tootherbank ratesSet upinvestmentapptAsks aboutMutualFunds orinvestments

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