Spokeabout lifeinsuranceSpoke toa spousefor thefirst timeScheduledan apptPromisedto followup in aweekExplainedmy valueEnrolled aclient inonlineaccessSpoke toa clientover age90Got areferralGot anemailScheduledan in-home apptSpoke toa prospectunder age30Got nameof taxpreparerFoundover$50,000 inassetsBought anincomeinvestmentfor a clientGothungup onSent anEJ opinionreportGot atrustedcontactLeft aMessageSpokeabout e-deliveryScheduledan appt forafter 5Dialed anumberno longerin serviceBoughtstock fora clientSpokeabout nextstepsSet apptfor nextweekCoded aprospectredSpokeabout anold 401kProspectansweredthe phoneFoundassets totransferin-kindAskedfor theorderSpokeabout lifeinsuranceSpoke toa spousefor thefirst timeScheduledan apptPromisedto followup in aweekExplainedmy valueEnrolled aclient inonlineaccessSpoke toa clientover age90Got areferralGot anemailScheduledan in-home apptSpoke toa prospectunder age30Got nameof taxpreparerFoundover$50,000 inassetsBought anincomeinvestmentfor a clientGothungup onSent anEJ opinionreportGot atrustedcontactLeft aMessageSpokeabout e-deliveryScheduledan appt forafter 5Dialed anumberno longerin serviceBoughtstock fora clientSpokeabout nextstepsSet apptfor nextweekCoded aprospectredSpokeabout anold 401kProspectansweredthe phoneFoundassets totransferin-kindAskedfor theorder

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