Share asuccessstory withthe regionSpot adog in thedrive thruGet 5investmentwill callsUncoveran outside401k/IRAGet anauto callbackSpot ayellowcarTransfer amembertoExpressFollow upwith anoldreferralGet aninvestmentwalkoverPut 5investmentreferrals insystemOvercomeaninvestmentobjectionGet 5mortgagereferralsComplimenta memberon theiroutfitSet anappointmentfor youradvisorAsk 5membersabouttheir RMDStart aretirementconvo whileFMingAsk 5"WHHW"questionsGet a willcall throughthe drivethruSpot awatchdogstickerGetreferralrecognitionUsememberrewards in5 referralsOffer a401kupgrade(59.5)Find amemberwearingpurpleSit downwith yourownadvisorShare asuccessstory withthe regionSpot adog in thedrive thruGet 5investmentwill callsUncoveran outside401k/IRAGet anauto callbackSpot ayellowcarTransfer amembertoExpressFollow upwith anoldreferralGet aninvestmentwalkoverPut 5investmentreferrals insystemOvercomeaninvestmentobjectionGet 5mortgagereferralsComplimenta memberon theiroutfitSet anappointmentfor youradvisorAsk 5membersabouttheir RMDStart aretirementconvo whileFMingAsk 5"WHHW"questionsGet a willcall throughthe drivethruSpot awatchdogstickerGetreferralrecognitionUsememberrewards in5 referralsOffer a401kupgrade(59.5)Find amemberwearingpurpleSit downwith yourownadvisor

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