Sit downwith yourownadvisorFind amemberwearingpurpleSet anappointmentfor youradvisorOvercomeaninvestmentobjectionStart aretirementconvo whileFMingGetreferralrecognitionUsememberrewards in5 referralsComplimenta memberon theiroutfitSpot ayellowcarUncoveran outside401k/IRAGet 5investmentwill callsGet aninvestmentwalkoverGet a willcall throughthe drivethruAsk 5"WHHW"questionsShare asuccessstory withthe regionOffer a401kupgrade(59.5)Put 5investmentreferrals insystemGet 5mortgagereferralsSpot adog in thedrive thruGet anauto callbackFollow upwith anoldreferralAsk 5membersabouttheir RMDSpot awatchdogstickerTransfer amembertoExpressSit downwith yourownadvisorFind amemberwearingpurpleSet anappointmentfor youradvisorOvercomeaninvestmentobjectionStart aretirementconvo whileFMingGetreferralrecognitionUsememberrewards in5 referralsComplimenta memberon theiroutfitSpot ayellowcarUncoveran outside401k/IRAGet 5investmentwill callsGet aninvestmentwalkoverGet a willcall throughthe drivethruAsk 5"WHHW"questionsShare asuccessstory withthe regionOffer a401kupgrade(59.5)Put 5investmentreferrals insystemGet 5mortgagereferralsSpot adog in thedrive thruGet anauto callbackFollow upwith anoldreferralAsk 5membersabouttheir RMDSpot awatchdogstickerTransfer amembertoExpress

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