GetreferralrecognitionComplimenta memberon theiroutfitSet anappointmentfor youradvisorFollow upwith anoldreferralOffer a401kupgrade(59.5)Share asuccessstory withthe regionSit downwith yourownadvisorSpot ayellowcarGet anauto callbackAsk 5membersabouttheir RMDFind amemberwearingpurpleStart aretirementconvo whileFMingUsememberrewards in5 referralsPut 5investmentreferrals insystemSpot awatchdogstickerUncoveran outside401k/IRAAsk 5"WHHW"questionsGet a willcall throughthe drivethruSpot adog in thedrive thruGet aninvestmentwalkoverGet 5investmentwill callsGet 5mortgagereferralsTransfer amembertoExpressOvercomeaninvestmentobjectionGetreferralrecognitionComplimenta memberon theiroutfitSet anappointmentfor youradvisorFollow upwith anoldreferralOffer a401kupgrade(59.5)Share asuccessstory withthe regionSit downwith yourownadvisorSpot ayellowcarGet anauto callbackAsk 5membersabouttheir RMDFind amemberwearingpurpleStart aretirementconvo whileFMingUsememberrewards in5 referralsPut 5investmentreferrals insystemSpot awatchdogstickerUncoveran outside401k/IRAAsk 5"WHHW"questionsGet a willcall throughthe drivethruSpot adog in thedrive thruGet aninvestmentwalkoverGet 5investmentwill callsGet 5mortgagereferralsTransfer amembertoExpressOvercomeaninvestmentobjection

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