Put 5investmentreferrals insystemGet 5mortgagereferralsSpot adog in thedrive thruTransfer amembertoExpressOvercomeaninvestmentobjectionOffer a401kupgrade(59.5)Spot awatchdogstickerSpot ayellowcarAsk 5"WHHW"questionsGet 5investmentwill callsGetreferralrecognitionGet aninvestmentwalkoverShare asuccessstory withthe regionUsememberrewards in5 referralsSet anappointmentfor youradvisorFind amemberwearingpurpleSit downwith yourownadvisorComplimenta memberon theiroutfitFollow upwith anoldreferralStart aretirementconvo whileFMingGet anauto callbackUncoveran outside401k/IRAGet a willcall throughthe drivethruAsk 5membersabouttheir RMDPut 5investmentreferrals insystemGet 5mortgagereferralsSpot adog in thedrive thruTransfer amembertoExpressOvercomeaninvestmentobjectionOffer a401kupgrade(59.5)Spot awatchdogstickerSpot ayellowcarAsk 5"WHHW"questionsGet 5investmentwill callsGetreferralrecognitionGet aninvestmentwalkoverShare asuccessstory withthe regionUsememberrewards in5 referralsSet anappointmentfor youradvisorFind amemberwearingpurpleSit downwith yourownadvisorComplimenta memberon theiroutfitFollow upwith anoldreferralStart aretirementconvo whileFMingGet anauto callbackUncoveran outside401k/IRAGet a willcall throughthe drivethruAsk 5membersabouttheir RMD

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