Spot awatchdogstickerUsememberrewards in5 referralsGet 5mortgagereferralsFind amemberwearingpurpleFollow upwith anoldreferralSpot ayellowcarTransfer amembertoExpressOvercomeaninvestmentobjectionUncoveran outside401k/IRAShare asuccessstory withthe regionSpot adog in thedrive thruGet 5investmentwill callsComplimenta memberon theiroutfitGet anauto callbackPut 5investmentreferrals insystemAsk 5membersabouttheir RMDSit downwith yourownadvisorSet anappointmentfor youradvisorStart aretirementconvo whileFMingGet a willcall throughthe drivethruGetreferralrecognitionOffer a401kupgrade(59.5)Get aninvestmentwalkoverAsk 5"WHHW"questionsSpot awatchdogstickerUsememberrewards in5 referralsGet 5mortgagereferralsFind amemberwearingpurpleFollow upwith anoldreferralSpot ayellowcarTransfer amembertoExpressOvercomeaninvestmentobjectionUncoveran outside401k/IRAShare asuccessstory withthe regionSpot adog in thedrive thruGet 5investmentwill callsComplimenta memberon theiroutfitGet anauto callbackPut 5investmentreferrals insystemAsk 5membersabouttheir RMDSit downwith yourownadvisorSet anappointmentfor youradvisorStart aretirementconvo whileFMingGet a willcall throughthe drivethruGetreferralrecognitionOffer a401kupgrade(59.5)Get aninvestmentwalkoverAsk 5"WHHW"questions

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