Spot adog in thedrive thruOvercomeaninvestmentobjectionPut 5investmentreferrals insystemGet 5investmentwill callsTransfer amembertoExpressStart aretirementconvo whileFMingComplimenta memberon theiroutfitUsememberrewards in5 referralsGet a willcall throughthe drivethruAsk 5"WHHW"questionsGet aninvestmentwalkoverAsk 5membersabouttheir RMDFollow upwith anoldreferralGetreferralrecognitionGet 5mortgagereferralsSit downwith yourownadvisorFind amemberwearingpurpleSpot awatchdogstickerUncoveran outside401k/IRASet anappointmentfor youradvisorOffer a401kupgrade(59.5)Get anauto callbackShare asuccessstory withthe regionSpot ayellowcarSpot adog in thedrive thruOvercomeaninvestmentobjectionPut 5investmentreferrals insystemGet 5investmentwill callsTransfer amembertoExpressStart aretirementconvo whileFMingComplimenta memberon theiroutfitUsememberrewards in5 referralsGet a willcall throughthe drivethruAsk 5"WHHW"questionsGet aninvestmentwalkoverAsk 5membersabouttheir RMDFollow upwith anoldreferralGetreferralrecognitionGet 5mortgagereferralsSit downwith yourownadvisorFind amemberwearingpurpleSpot awatchdogstickerUncoveran outside401k/IRASet anappointmentfor youradvisorOffer a401kupgrade(59.5)Get anauto callbackShare asuccessstory withthe regionSpot ayellowcar

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