Spokeabout lifeinsuranceCoded aprospectredEnrolled aclient inonlineaccessScheduledan appt forafter 5Left aMessageProspectansweredthe phoneGothungup onBoughtstock fora clientSpokeabout anold 401kSet apptfor nextweekSent anEJ opinionreportScheduledan in-home apptSpokeabout e-deliverySpoke toa prospectunder age30Spoke toa spousefor thefirst timeSpokeabout nextstepsFoundassets totransferin-kindGot anemailGot atrustedcontactBought anincomeinvestmentfor a clientSpoke toa clientover age90Dialed anumberno longerin serviceGot nameof taxpreparerGot areferralPromisedto followup in aweekScheduledan apptAskedfor theorderFoundover$50,000 inassetsExplainedmy valueSpokeabout lifeinsuranceCoded aprospectredEnrolled aclient inonlineaccessScheduledan appt forafter 5Left aMessageProspectansweredthe phoneGothungup onBoughtstock fora clientSpokeabout anold 401kSet apptfor nextweekSent anEJ opinionreportScheduledan in-home apptSpokeabout e-deliverySpoke toa prospectunder age30Spoke toa spousefor thefirst timeSpokeabout nextstepsFoundassets totransferin-kindGot anemailGot atrustedcontactBought anincomeinvestmentfor a clientSpoke toa clientover age90Dialed anumberno longerin serviceGot nameof taxpreparerGot areferralPromisedto followup in aweekScheduledan apptAskedfor theorderFoundover$50,000 inassetsExplainedmy value

Edward Jones Call session - 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. Spoke about life insurance
  2. Coded a prospect red
  3. Enrolled a client in online access
  4. Scheduled an appt for after 5
  5. Left a Message
  6. Prospect answered the phone
  7. Got hung up on
  8. Bought stock for a client
  9. Spoke about an old 401k
  10. Set appt for next week
  11. Sent an EJ opinion report
  12. Scheduled an in-home appt
  13. Spoke about e-delivery
  14. Spoke to a prospect under age 30
  15. Spoke to a spouse for the first time
  16. Spoke about next steps
  17. Found assets to transfer in-kind
  18. Got an email
  19. Got a trusted contact
  20. Bought an income investment for a client
  21. Spoke to a client over age 90
  22. Dialed a number no longer in service
  23. Got name of tax preparer
  24. Got a referral
  25. Promised to follow up in a week
  26. Scheduled an appt
  27. Asked for the order
  28. Found over $50,000 in assets
  29. Explained my value