Talk with acustomerabout our"Zero"offeringsShare aNew YearsresolutionsuccessAsk whatFidelity canbe doingfor themTalk to acustomerfrom CABring uptheirAnnualRMDHelp acustomermake acharitablecontributionSend a"thankyou" noteto a peerBring upyear endguidanceconversationShare afunny holidaystory aboutyour in-lawsSign acustomerup for E-DeliveryShare/listen to anElf on theShelf storyShare a NewYearsresolutionthat youfailed withUse theword"Twas" ona callPurchasedyour ownpresentthis yearAsk "How dowe compareto your otherbrokeragefirms?"Talk to acustomerfrom NYChange anaddress andask whythey movedTell acustomer"HappyHolidays"Mention taxlossharvesting toa customerBring uptheirAnnualRMDSomeonementions"Festivus"Share aholidayfood horrorstorySend anarticle fromFid.com toa customerBring up"time torebalance"with acustomerSing a linefrom yourleast favoriteChristmassongCheckRedbrickHealth foryour discountpointsTell someoneyour favoriteHolidayTraditionShow acustomerFid.comTaxCenterBring up atool fromATP as a"Plus One"find out acustomersfavoriteholidaytraditionQuote yourfavorite holidaymovie untilsomebodyfigures out whatit isShow acustomer ourTaxResourcesfrom Fid.comTell acustomer"HappyHolidays"Talk with acustomerabout our"Zero"offeringsShare aNew YearsresolutionsuccessAsk whatFidelity canbe doingfor themTalk to acustomerfrom CABring uptheirAnnualRMDHelp acustomermake acharitablecontributionSend a"thankyou" noteto a peerBring upyear endguidanceconversationShare afunny holidaystory aboutyour in-lawsSign acustomerup for E-DeliveryShare/listen to anElf on theShelf storyShare a NewYearsresolutionthat youfailed withUse theword"Twas" ona callPurchasedyour ownpresentthis yearAsk "How dowe compareto your otherbrokeragefirms?"Talk to acustomerfrom NYChange anaddress andask whythey movedTell acustomer"HappyHolidays"Mention taxlossharvesting toa customerBring uptheirAnnualRMDSomeonementions"Festivus"Share aholidayfood horrorstorySend anarticle fromFid.com toa customerBring up"time torebalance"with acustomerSing a linefrom yourleast favoriteChristmassongCheckRedbrickHealth foryour discountpointsTell someoneyour favoriteHolidayTraditionShow acustomerFid.comTaxCenterBring up atool fromATP as a"Plus One"find out acustomersfavoriteholidaytraditionQuote yourfavorite holidaymovie untilsomebodyfigures out whatit isShow acustomer ourTaxResourcesfrom Fid.comTell acustomer"HappyHolidays"

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