Set anappointmentfor youradvisorStart aretirementconvo whileFMingAsk 5"WHHW"questionsSit downwith yourownadvisorPut 5investmentreferrals insystemComplimenta memberon theiroutfitSpot ayellowcarGet 5investmentwill callsGetreferralrecognitionUncoveran outside401k/IRASpot adog in thedrive thruAsk 5membersabouttheir RMDTransfer amembertoExpressSpot awatchdogstickerShare asuccessstory withthe regionFollow upwith anoldreferralOvercomeaninvestmentobjectionFind amemberwearingpurpleGet 5mortgagereferralsGet anauto callbackOffer a401kupgrade(59.5)Get aninvestmentwalkoverUsememberrewards in5 referralsGet a willcall throughthe drivethruSet anappointmentfor youradvisorStart aretirementconvo whileFMingAsk 5"WHHW"questionsSit downwith yourownadvisorPut 5investmentreferrals insystemComplimenta memberon theiroutfitSpot ayellowcarGet 5investmentwill callsGetreferralrecognitionUncoveran outside401k/IRASpot adog in thedrive thruAsk 5membersabouttheir RMDTransfer amembertoExpressSpot awatchdogstickerShare asuccessstory withthe regionFollow upwith anoldreferralOvercomeaninvestmentobjectionFind amemberwearingpurpleGet 5mortgagereferralsGet anauto callbackOffer a401kupgrade(59.5)Get aninvestmentwalkoverUsememberrewards in5 referralsGet a willcall throughthe drivethru

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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
  1. Set an appointment for your advisor
  2. Start a retirement convo while FMing
  3. Ask 5 "WHHW" questions
  4. Sit down with your own advisor
  5. Put 5 investment referrals in system
  6. Compliment a member on their outfit
  7. Spot a yellow car
  8. Get 5 investment will calls
  9. Get referral recognition
  10. Uncover an outside 401k/IRA
  11. Spot a dog in the drive thru
  12. Ask 5 members about their RMD
  13. Transfer a member to Express
  14. Spot a watchdog sticker
  15. Share a success story with the region
  16. Follow up with an old referral
  17. Overcome an investment objection
  18. Find a member wearing purple
  19. Get 5 mortgage referrals
  20. Get an auto call back
  21. Offer a 401k upgrade (59.5)
  22. Get an investment walkover
  23. Use member rewards in 5 referrals
  24. Get a will call through the drive thru