Tell acustomer"HappyHolidays"Change anaddress andask whythey movedCheckRedbrickHealth foryour discountpointsTalk to acustomerfrom NYSign acustomerup for E-DeliverySomeonementions"Festivus"Bring uptheirAnnualRMDShare a NewYearsresolutionthat youfailed withBring upyear endguidanceconversationTell someoneyour favoriteholiday movieShare/listen to anElf on theShelf storyAsk whatcan Fidelitybe doingfor themShare aNew Yearsresolutionsuccessfind out acustomersfavoriteholidaytraditionMention taxlossharvesting toa customerSign a linefrom yourleast favoriteChristmassongTell someoneyour favoriteHolidayTraditionSend a"thankyou" noteto a peerBring upour turbotax offerAsk "How dowe compareto your otherbrokeragefirms?"Tell acustomer"HappyHolidays"Talk to acustomerfrom CAQuote yourfavorite holidaymovie untilsomebodyfigures out whatit isBring uptheirAnnualRMDTell acustomer"HappyHolidays"Change anaddress andask whythey movedCheckRedbrickHealth foryour discountpointsTalk to acustomerfrom NYSign acustomerup for E-DeliverySomeonementions"Festivus"Bring uptheirAnnualRMDShare a NewYearsresolutionthat youfailed withBring upyear endguidanceconversationTell someoneyour favoriteholiday movieShare/listen to anElf on theShelf storyAsk whatcan Fidelitybe doingfor themShare aNew Yearsresolutionsuccessfind out acustomersfavoriteholidaytraditionMention taxlossharvesting toa customerSign a linefrom yourleast favoriteChristmassongTell someoneyour favoriteHolidayTraditionSend a"thankyou" noteto a peerBring upour turbotax offerAsk "How dowe compareto your otherbrokeragefirms?"Tell acustomer"HappyHolidays"Talk to acustomerfrom CAQuote yourfavorite holidaymovie untilsomebodyfigures out whatit isBring uptheirAnnualRMD

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