GetreferralrecognitionUsememberrewards in5 referralsUncoveran outside401k/IRASpot adog in thedrive thruSit downwith yourownadvisorFind amemberwearingpurpleGet 5mortgagereferralsStart aretirementconvo whileFMingPut 5investmentreferrals insystemSpot ayellowcarAsk 5membersabouttheir RMDOvercomeaninvestmentobjectionSpot awatchdogstickerSet anappointmentfor youradvisorGet anauto callbackOffer a401kupgrade(59.5)Ask 5"WHHW"questionsGet a willcall throughthe drivethruGet aninvestmentwalkoverTransfer amembertoExpressShare asuccessstory withthe regionFollow upwith anoldreferralComplimenta memberon theiroutfitGet 5investmentwill callsGetreferralrecognitionUsememberrewards in5 referralsUncoveran outside401k/IRASpot adog in thedrive thruSit downwith yourownadvisorFind amemberwearingpurpleGet 5mortgagereferralsStart aretirementconvo whileFMingPut 5investmentreferrals insystemSpot ayellowcarAsk 5membersabouttheir RMDOvercomeaninvestmentobjectionSpot awatchdogstickerSet anappointmentfor youradvisorGet anauto callbackOffer a401kupgrade(59.5)Ask 5"WHHW"questionsGet a willcall throughthe drivethruGet aninvestmentwalkoverTransfer amembertoExpressShare asuccessstory withthe regionFollow upwith anoldreferralComplimenta memberon theiroutfitGet 5investmentwill calls

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