Uncoveran outside401k/IRAGet a willcall throughthe drivethruGet 5investmentwill callsGet anauto callbackGet aninvestmentwalkoverGet 5mortgagereferralsSpot ayellowcarSit downwith yourownadvisorOvercomeaninvestmentobjectionSet anappointmentfor youradvisorTransfer amembertoExpressSpot adog in thedrive thruPut 5investmentreferrals insystemOffer a401kupgrade(59.5)Complimenta memberon theiroutfitAsk 5"WHHW"questionsStart aretirementconvo whileFMingFind amemberwearingpurpleShare asuccessstory withthe regionGetreferralrecognitionSpot awatchdogstickerUsememberrewards in5 referralsAsk 5membersabouttheir RMDFollow upwith anoldreferralUncoveran outside401k/IRAGet a willcall throughthe drivethruGet 5investmentwill callsGet anauto callbackGet aninvestmentwalkoverGet 5mortgagereferralsSpot ayellowcarSit downwith yourownadvisorOvercomeaninvestmentobjectionSet anappointmentfor youradvisorTransfer amembertoExpressSpot adog in thedrive thruPut 5investmentreferrals insystemOffer a401kupgrade(59.5)Complimenta memberon theiroutfitAsk 5"WHHW"questionsStart aretirementconvo whileFMingFind amemberwearingpurpleShare asuccessstory withthe regionGetreferralrecognitionSpot awatchdogstickerUsememberrewards in5 referralsAsk 5membersabouttheir RMDFollow upwith anoldreferral

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