GetreferralrecognitionGet aninvestmentwalkoverGet 5mortgagereferralsAsk 5"WHHW"questionsShare asuccessstory withthe regionGet 5investmentwill callsOvercomeaninvestmentobjectionUsememberrewards in5 referralsUncoveran outside401k/IRASit downwith yourownadvisorAsk 5membersabouttheir RMDGet a willcall throughthe drivethruComplimenta memberon theiroutfitTransfer amembertoExpressSpot ayellowcarSet anappointmentfor youradvisorSpot adog in thedrive thruPut 5investmentreferrals insystemGet anauto callbackStart aretirementconvo whileFMingFollow upwith anoldreferralFind amemberwearingpurpleSpot awatchdogstickerOffer a401kupgrade(59.5)GetreferralrecognitionGet aninvestmentwalkoverGet 5mortgagereferralsAsk 5"WHHW"questionsShare asuccessstory withthe regionGet 5investmentwill callsOvercomeaninvestmentobjectionUsememberrewards in5 referralsUncoveran outside401k/IRASit downwith yourownadvisorAsk 5membersabouttheir RMDGet a willcall throughthe drivethruComplimenta memberon theiroutfitTransfer amembertoExpressSpot ayellowcarSet anappointmentfor youradvisorSpot adog in thedrive thruPut 5investmentreferrals insystemGet anauto callbackStart aretirementconvo whileFMingFollow upwith anoldreferralFind amemberwearingpurpleSpot awatchdogstickerOffer a401kupgrade(59.5)

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