CheckRedbrickHealth foryour discountpointsAsk "How dowe compareto your otherbrokeragefirms?"Help acustomermake acharitablecontributionTalk to acustomerfrom CASing a linefrom yourleast favoriteChristmassongShare/listen to anElf on theShelf storyShare a NewYearsresolutionthat youfailed withBring up"time torebalance"with acustomerShare aNew YearsresolutionsuccessBring uptheirAnnualRMDfind out acustomersfavoriteholidaytraditionBring upyear endguidanceconversationSign acustomerup for E-DeliveryUse theword"Twas" ona callQuote yourfavorite holidaymovie untilsomebodyfigures out whatit isPurchasedyour ownpresentthis yearShare afunny holidaystory aboutyour in-lawsTalk to acustomerfrom NYBring up atool fromATP as a"Plus One"Tell acustomer"HappyHolidays"Show acustomerFid.comTaxCenterShow acustomer ourTaxResourcesfrom Fid.comTell acustomer"HappyHolidays"Tell someoneyour favoriteholiday movieBring uptheirAnnualRMDAsk whatcan Fidelitybe doingfor themSend anarticle fromFid.com toa customerMention taxlossharvesting toa customerTalk with acustomer ourour "Zero"offeringsSend a"thankyou" noteto a peerChange anaddress andask whythey movedSomeonementions"Festivus"Tell someoneyour favoriteHolidayTraditionCheckRedbrickHealth foryour discountpointsAsk "How dowe compareto your otherbrokeragefirms?"Help acustomermake acharitablecontributionTalk to acustomerfrom CASing a linefrom yourleast favoriteChristmassongShare/listen to anElf on theShelf storyShare a NewYearsresolutionthat youfailed withBring up"time torebalance"with acustomerShare aNew YearsresolutionsuccessBring uptheirAnnualRMDfind out acustomersfavoriteholidaytraditionBring upyear endguidanceconversationSign acustomerup for E-DeliveryUse theword"Twas" ona callQuote yourfavorite holidaymovie untilsomebodyfigures out whatit isPurchasedyour ownpresentthis yearShare afunny holidaystory aboutyour in-lawsTalk to acustomerfrom NYBring up atool fromATP as a"Plus One"Tell acustomer"HappyHolidays"Show acustomerFid.comTaxCenterShow acustomer ourTaxResourcesfrom Fid.comTell acustomer"HappyHolidays"Tell someoneyour favoriteholiday movieBring uptheirAnnualRMDAsk whatcan Fidelitybe doingfor themSend anarticle fromFid.com toa customerMention taxlossharvesting toa customerTalk with acustomer ourour "Zero"offeringsSend a"thankyou" noteto a peerChange anaddress andask whythey movedSomeonementions"Festivus"Tell someoneyour favoriteHolidayTradition

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. Check Redbrick Health for your discount points
  2. Ask "How do we compare to your other brokerage firms?"
  3. Help a customer make a charitable contribution
  4. Talk to a customer from CA
  5. Sing a line from your least favorite Christmas song
  6. Share/ listen to an Elf on the Shelf story
  7. Share a New Years resolution that you failed with
  8. Bring up "time to rebalance" with a customer
  9. Share a New Years resolution success
  10. Bring up their Annual RMD
  11. find out a customers favorite holiday tradition
  12. Bring up year end guidance conversation
  13. Sign a customer up for E-Delivery
  14. Use the word "Twas" on a call
  15. Quote your favorite holiday movie until somebody figures out what it is
  16. Purchased your own present this year
  17. Share a funny holiday story about your in-laws
  18. Talk to a customer from NY
  19. Bring up a tool from ATP as a "Plus One"
  20. Tell a customer "Happy Holidays"
  21. Show a customer Fid.com Tax Center
  22. Show a customer our Tax Resources from Fid.com
  23. Tell a customer "Happy Holidays"
  24. Tell someone your favorite holiday movie
  25. Bring up their Annual RMD
  26. Ask what can Fidelity be doing for them
  27. Send an article from Fid.com to a customer
  28. Mention tax loss harvesting to a customer
  29. Talk with a customer our our "Zero" offerings
  30. Send a "thank you" note to a peer
  31. Change an address and ask why they moved
  32. Someone mentions "Festivus"
  33. Tell someone your favorite Holiday Tradition