Sign acustomerup for E-DeliveryTell someoneyour favoriteHolidayTraditionBring upyear endguidanceconversationShare aNew YearsresolutionsuccessTell acustomer"HappyHolidays"Bring uptheirAnnualRMDTalk to acustomerfrom CATell someoneyour favoriteholiday movieBring uptheirAnnualRMDMention taxlossharvesting toa customerTell acustomer"HappyHolidays"Ask whatcan Fidelitybe doingfor themChange anaddress andask whythey movedShare a NewYearsresolutionthat youfailed withCheckRedbrickHealth foryour discountpointsShare/listen to anElf on theShelf storyAsk "How dowe compareto your otherbrokeragefirms?"Send a"thankyou" noteto a peerSign a linefrom yourleast favoriteChristmassongQuote yourfavorite holidaymovie untilsomebodyfigures out whatit isSomeonementions"Festivus"find out acustomersfavoriteholidaytraditionTalk to acustomerfrom NYBring upour turbotax offerSign acustomerup for E-DeliveryTell someoneyour favoriteHolidayTraditionBring upyear endguidanceconversationShare aNew YearsresolutionsuccessTell acustomer"HappyHolidays"Bring uptheirAnnualRMDTalk to acustomerfrom CATell someoneyour favoriteholiday movieBring uptheirAnnualRMDMention taxlossharvesting toa customerTell acustomer"HappyHolidays"Ask whatcan Fidelitybe doingfor themChange anaddress andask whythey movedShare a NewYearsresolutionthat youfailed withCheckRedbrickHealth foryour discountpointsShare/listen to anElf on theShelf storyAsk "How dowe compareto your otherbrokeragefirms?"Send a"thankyou" noteto a peerSign a linefrom yourleast favoriteChristmassongQuote yourfavorite holidaymovie untilsomebodyfigures out whatit isSomeonementions"Festivus"find out acustomersfavoriteholidaytraditionTalk to acustomerfrom NYBring upour turbotax offer

Holiday 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. Sign a customer up for E-Delivery
  2. Tell someone your favorite Holiday Tradition
  3. Bring up year end guidance conversation
  4. Share a New Years resolution success
  5. Tell a customer "Happy Holidays"
  6. Bring up their Annual RMD
  7. Talk to a customer from CA
  8. Tell someone your favorite holiday movie
  9. Bring up their Annual RMD
  10. Mention tax loss harvesting to a customer
  11. Tell a customer "Happy Holidays"
  12. Ask what can Fidelity be doing for them
  13. Change an address and ask why they moved
  14. Share a New Years resolution that you failed with
  15. Check Redbrick Health for your discount points
  16. Share/ listen to an Elf on the Shelf story
  17. Ask "How do we compare to your other brokerage firms?"
  18. Send a "thank you" note to a peer
  19. Sign a line from your least favorite Christmas song
  20. Quote your favorite holiday movie until somebody figures out what it is
  21. Someone mentions "Festivus"
  22. find out a customers favorite holiday tradition
  23. Talk to a customer from NY
  24. Bring up our turbo tax offer