OvercomeaninvestmentobjectionFind amemberwearingpurpleSet anappointmentfor youradvisorSpot awatchdogstickerUncoveran outside401k/IRAStart aretirementconvo whileFMingAsk 5membersabouttheir RMDGetreferralrecognitionAsk 5"WHHW"questionsGet 5investmentwill callsOffer a401kupgrade(59.5)Spot ayellowcarShare asuccessstory withthe regionSit downwith yourownadvisorFollow upwith anoldreferralGet 5mortgagereferralsSpot adog in thedrive thruComplimenta memberon theiroutfitGet anauto callbackTransfer amembertoExpressGet a willcall throughthe drivethruGet aninvestmentwalkoverPut 5investmentreferrals insystemUsememberrewards in5 referralsOvercomeaninvestmentobjectionFind amemberwearingpurpleSet anappointmentfor youradvisorSpot awatchdogstickerUncoveran outside401k/IRAStart aretirementconvo whileFMingAsk 5membersabouttheir RMDGetreferralrecognitionAsk 5"WHHW"questionsGet 5investmentwill callsOffer a401kupgrade(59.5)Spot ayellowcarShare asuccessstory withthe regionSit downwith yourownadvisorFollow upwith anoldreferralGet 5mortgagereferralsSpot adog in thedrive thruComplimenta memberon theiroutfitGet anauto callbackTransfer amembertoExpressGet a willcall throughthe drivethruGet aninvestmentwalkoverPut 5investmentreferrals insystemUsememberrewards 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.


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