Get 5mortgagereferralsSet anappointmentfor youradvisorFollow upwith anoldreferralTransfer amembertoExpressOvercomeaninvestmentobjectionUncoveran outside401k/IRAComplimenta memberon theiroutfitSit downwith yourownadvisorOffer a401kupgrade(59.5)Get anauto callbackSpot awatchdogstickerGet a willcall throughthe drivethruShare asuccessstory withthe regionSpot ayellowcarGet 5investmentwill callsUsememberrewards in5 referralsFind amemberwearingpurplePut 5investmentreferrals insystemStart aretirementconvo whileFMingAsk 5membersabouttheir RMDAsk 5"WHHW"questionsGet aninvestmentwalkoverSpot adog in thedrive thruGetreferralrecognitionGet 5mortgagereferralsSet anappointmentfor youradvisorFollow upwith anoldreferralTransfer amembertoExpressOvercomeaninvestmentobjectionUncoveran outside401k/IRAComplimenta memberon theiroutfitSit downwith yourownadvisorOffer a401kupgrade(59.5)Get anauto callbackSpot awatchdogstickerGet a willcall throughthe drivethruShare asuccessstory withthe regionSpot ayellowcarGet 5investmentwill callsUsememberrewards in5 referralsFind amemberwearingpurplePut 5investmentreferrals insystemStart aretirementconvo whileFMingAsk 5membersabouttheir RMDAsk 5"WHHW"questionsGet aninvestmentwalkoverSpot adog in thedrive thruGetreferralrecognition

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