OvercomeaninvestmentobjectionUncoveran outside401k/IRASpot ayellowcarOffer a401kupgrade(59.5)Follow upwith anoldreferralGet anauto callbackStart aretirementconvo whileFMingFind amemberwearingpurpleGet 5mortgagereferralsComplimenta memberon theiroutfitShare asuccessstory withthe regionSit downwith yourownadvisorGet 5investmentwill callsPut 5investmentreferrals insystemGetreferralrecognitionTransfer amembertoExpressAsk 5"WHHW"questionsSet anappointmentfor youradvisorSpot adog in thedrive thruSpot awatchdogstickerGet a willcall throughthe drivethruGet aninvestmentwalkoverAsk 5membersabouttheir RMDUsememberrewards in5 referralsOvercomeaninvestmentobjectionUncoveran outside401k/IRASpot ayellowcarOffer a401kupgrade(59.5)Follow upwith anoldreferralGet anauto callbackStart aretirementconvo whileFMingFind amemberwearingpurpleGet 5mortgagereferralsComplimenta memberon theiroutfitShare asuccessstory withthe regionSit downwith yourownadvisorGet 5investmentwill callsPut 5investmentreferrals insystemGetreferralrecognitionTransfer amembertoExpressAsk 5"WHHW"questionsSet anappointmentfor youradvisorSpot adog in thedrive thruSpot awatchdogstickerGet a willcall throughthe drivethruGet aninvestmentwalkoverAsk 5membersabouttheir RMDUsememberrewards in5 referrals

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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
  1. Overcome an investment objection
  2. Uncover an outside 401k/IRA
  3. Spot a yellow car
  4. Offer a 401k upgrade (59.5)
  5. Follow up with an old referral
  6. Get an auto call back
  7. Start a retirement convo while FMing
  8. Find a member wearing purple
  9. Get 5 mortgage referrals
  10. Compliment a member on their outfit
  11. Share a success story with the region
  12. Sit down with your own advisor
  13. Get 5 investment will calls
  14. Put 5 investment referrals in system
  15. Get referral recognition
  16. Transfer a member to Express
  17. Ask 5 "WHHW" questions
  18. Set an appointment for your advisor
  19. Spot a dog in the drive thru
  20. Spot a watchdog sticker
  21. Get a will call through the drive thru
  22. Get an investment walkover
  23. Ask 5 members about their RMD
  24. Use member rewards in 5 referrals