AsksAbout CDRatesRefers tootherbank ratesWantshigherincomeComplainsabouttaxesNewBankCustomerSet upinvestmentapptAsksabout CDratesContributionor new IRAinquirySet upinvestmentapptRetirementplanquestionsNewResidentof areaSet upLTIappt$50K+inSavingsSet upinvestmentapptAsks aboutMutualFunds orinvestments401K/IRARollover$50K+inSavingsWorriedaboutlivingcostsIRA CDcontributionAsksabout CDratesAppt toreviewretirement401K/IRARolloverInheritedmoneySellingpropertyorbusinessAsksAbout CDRatesRefers tootherbank ratesWantshigherincomeComplainsabouttaxesNewBankCustomerSet upinvestmentapptAsksabout CDratesContributionor new IRAinquirySet upinvestmentapptRetirementplanquestionsNewResidentof areaSet upLTIappt$50K+inSavingsSet upinvestmentapptAsks aboutMutualFunds orinvestments401K/IRARollover$50K+inSavingsWorriedaboutlivingcostsIRA CDcontributionAsksabout CDratesAppt toreviewretirement401K/IRARolloverInheritedmoneySellingpropertyorbusiness

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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
  1. Asks About CD Rates
  2. Refers to other bank rates
  3. Wants higher income
  4. Complains about taxes
  5. New Bank Customer
  6. Set up investment appt
  7. Asks about CD rates
  8. Contribution or new IRA inquiry
  9. Set up investment appt
  10. Retirement plan questions
  11. New Resident of area
  12. Set up LTI appt
  13. $50K+ in Savings
  14. Set up investment appt
  15. Asks about Mutual Funds or investments
  16. 401K/IRA Rollover
  17. $50K+ in Savings
  18. Worried about living costs
  19. IRA CD contribution
  20. Asks about CD rates
  21. Appt to review retirement
  22. 401K/IRA Rollover
  23. Inherited money
  24. Selling property or business