GetreferralrecognitionAsk 5membersabouttheir RMDUncoveran outside401k/IRASet anappointmentfor youradvisorStart aretirementconvo whileFMingPut 5investmentreferrals insystemShare asuccessstory withthe regionSit downwith yourownadvisorTransfer amembertoExpressGet aninvestmentwalkoverUsememberrewards in5 referralsOvercomeaninvestmentobjectionFollow upwith anoldreferralGet anauto callbackAsk 5"WHHW"questionsGet a willcall throughthe drivethruGet 5investmentwill callsSpot adog in thedrive thruFind amemberwearingpurpleOffer a401kupgrade(59.5)Spot awatchdogstickerGet 5mortgagereferralsComplimenta memberon theiroutfitSpot ayellowcarGetreferralrecognitionAsk 5membersabouttheir RMDUncoveran outside401k/IRASet anappointmentfor youradvisorStart aretirementconvo whileFMingPut 5investmentreferrals insystemShare asuccessstory withthe regionSit downwith yourownadvisorTransfer amembertoExpressGet aninvestmentwalkoverUsememberrewards in5 referralsOvercomeaninvestmentobjectionFollow upwith anoldreferralGet anauto callbackAsk 5"WHHW"questionsGet a willcall throughthe drivethruGet 5investmentwill callsSpot adog in thedrive thruFind amemberwearingpurpleOffer a401kupgrade(59.5)Spot awatchdogstickerGet 5mortgagereferralsComplimenta memberon theiroutfitSpot ayellowcar

Investment 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. Get referral recognition
  2. Ask 5 members about their RMD
  3. Uncover an outside 401k/IRA
  4. Set an appointment for your advisor
  5. Start a retirement convo while FMing
  6. Put 5 investment referrals in system
  7. Share a success story with the region
  8. Sit down with your own advisor
  9. Transfer a member to Express
  10. Get an investment walkover
  11. Use member rewards in 5 referrals
  12. Overcome an investment objection
  13. Follow up with an old referral
  14. Get an auto call back
  15. Ask 5 "WHHW" questions
  16. Get a will call through the drive thru
  17. Get 5 investment will calls
  18. Spot a dog in the drive thru
  19. Find a member wearing purple
  20. Offer a 401k upgrade (59.5)
  21. Spot a watchdog sticker
  22. Get 5 mortgage referrals
  23. Compliment a member on their outfit
  24. Spot a yellow car