Sit downwith yourownadvisorFollow upwith anoldreferralPut 5investmentreferrals insystemUncoveran outside401k/IRAUsememberrewards in5 referralsComplimenta memberon theiroutfitSpot ayellowcarSet anappointmentfor youradvisorOffer a401kupgrade(59.5)Start aretirementconvo whileFMingGet 5mortgagereferralsShare asuccessstory withthe regionGet aninvestmentwalkoverAsk 5"WHHW"questionsAsk 5membersabouttheir RMDGet a willcall throughthe drivethruTransfer amembertoExpressSpot awatchdogstickerOvercomeaninvestmentobjectionFind amemberwearingpurpleGet 5investmentwill callsGetreferralrecognitionGet anauto callbackSpot adog in thedrive thruSit downwith yourownadvisorFollow upwith anoldreferralPut 5investmentreferrals insystemUncoveran outside401k/IRAUsememberrewards in5 referralsComplimenta memberon theiroutfitSpot ayellowcarSet anappointmentfor youradvisorOffer a401kupgrade(59.5)Start aretirementconvo whileFMingGet 5mortgagereferralsShare asuccessstory withthe regionGet aninvestmentwalkoverAsk 5"WHHW"questionsAsk 5membersabouttheir RMDGet a willcall throughthe drivethruTransfer amembertoExpressSpot awatchdogstickerOvercomeaninvestmentobjectionFind amemberwearingpurpleGet 5investmentwill callsGetreferralrecognitionGet anauto callbackSpot adog in thedrive thru

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