Usememberrewards in5 referralsGet aninvestmentwalkoverComplimenta memberon theiroutfitSet anappointmentfor youradvisorAsk 5"WHHW"questionsGet 5investmentwill callsFollow upwith anoldreferralGetreferralrecognitionSit downwith yourownadvisorGet 5mortgagereferralsSpot awatchdogstickerAsk 5membersabouttheir RMDOffer a401kupgrade(59.5)Put 5investmentreferrals insystemStart aretirementconvo whileFMingUncoveran outside401k/IRAShare asuccessstory withthe regionGet anauto callbackGet a willcall throughthe drivethruFind amemberwearingpurpleTransfer amembertoExpressSpot ayellowcarSpot adog in thedrive thruOvercomeaninvestmentobjectionUsememberrewards in5 referralsGet aninvestmentwalkoverComplimenta memberon theiroutfitSet anappointmentfor youradvisorAsk 5"WHHW"questionsGet 5investmentwill callsFollow upwith anoldreferralGetreferralrecognitionSit downwith yourownadvisorGet 5mortgagereferralsSpot awatchdogstickerAsk 5membersabouttheir RMDOffer a401kupgrade(59.5)Put 5investmentreferrals insystemStart aretirementconvo whileFMingUncoveran outside401k/IRAShare asuccessstory withthe regionGet anauto callbackGet a willcall throughthe drivethruFind amemberwearingpurpleTransfer amembertoExpressSpot ayellowcarSpot adog in thedrive thruOvercomeaninvestmentobjection

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