Quote yourfavorite holidaymovie untilsomebodyfigures out whatit isShare a NewYearsresolutionthat youfailed withTalk with acustomerabout our"Zero"offeringsTell acustomer"HappyHolidays"Tell acustomer"HappyHolidays"Ask "How dowe compareto your otherbrokeragefirms?"Bring uptheirAnnualRMDUse theword"Twas" ona callfind out acustomersfavoriteholidaytraditionHelp acustomermake acharitablecontributionShow acustomer ourTaxResourcesfrom Fid.comBring up"time torebalance"with acustomerBring upyear endguidanceconversationShare/listen to anElf on theShelf storyShow acustomerFid.comTaxCenterBring up atool fromATP as a"Plus One"Bring uptheirAnnualRMDMention taxlossharvesting toa customerTell someoneyour favoriteHolidayTraditionAsk whatFidelity canbe doingfor themSign acustomerup for E-DeliveryChange anaddress andask whythey movedSomeonementions"Festivus"Share aNew YearsresolutionsuccessTalk to acustomerfrom CASend anarticle fromFid.com toa customerTalk to acustomerfrom NYShare afunny holidaystory aboutyour in-lawsPurchasedyour ownpresentthis yearSing a linefrom yourleast favoriteChristmassongShare aholidayfood horrorstorySend a"thankyou" noteto a peerCheckRedbrickHealth foryour discountpointsQuote yourfavorite holidaymovie untilsomebodyfigures out whatit isShare a NewYearsresolutionthat youfailed withTalk with acustomerabout our"Zero"offeringsTell acustomer"HappyHolidays"Tell acustomer"HappyHolidays"Ask "How dowe compareto your otherbrokeragefirms?"Bring uptheirAnnualRMDUse theword"Twas" ona callfind out acustomersfavoriteholidaytraditionHelp acustomermake acharitablecontributionShow acustomer ourTaxResourcesfrom Fid.comBring up"time torebalance"with acustomerBring upyear endguidanceconversationShare/listen to anElf on theShelf storyShow acustomerFid.comTaxCenterBring up atool fromATP as a"Plus One"Bring uptheirAnnualRMDMention taxlossharvesting toa customerTell someoneyour favoriteHolidayTraditionAsk whatFidelity canbe doingfor themSign acustomerup for E-DeliveryChange anaddress andask whythey movedSomeonementions"Festivus"Share aNew YearsresolutionsuccessTalk to acustomerfrom CASend anarticle fromFid.com toa customerTalk to acustomerfrom NYShare afunny holidaystory aboutyour in-lawsPurchasedyour ownpresentthis yearSing a linefrom yourleast favoriteChristmassongShare aholidayfood horrorstorySend a"thankyou" noteto a peerCheckRedbrickHealth foryour discountpoints

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