Someonewho hasrecentlymovedfind a checkfrom aninvestmentcompanysomeonewho hasrecently losta familymembersomeonewith anold 401KAccountbalanceover$100,000Make anintroductionto Chandaask somehow theirretirementplan looks?someonethat has acash IRAwith usupgrade acustomer toPlatinumPerksSomeonethatstarted anew jobSet anappointment foryourself tospend 5minutes withChandaAccountbalanceover$250,000Ask someone ifthey are happywith their currentreturns on theirinvestmentsTrue or False;There are noguaranteedoptions for aninvestmentaccountfind a Plat.Perkscustomer withno savingswith usFind anaccountwith out abeneficiarycredit cardbalanceover$5000what is theminimumamount tospeak to anInvestmentAdvisor?Ask a customerif they arehappy with theirFinancialAdvisorFind acustomer thathas the wrongemployer ontheir profile.offersomeone afree financialreviewsomeonerecentlyretiredset aninvestmentappointmentfor Chandafind atransactionfrom aninvestmentcompanySomeonewho hasrecentlymovedfind a checkfrom aninvestmentcompanysomeonewho hasrecently losta familymembersomeonewith anold 401KAccountbalanceover$100,000Make anintroductionto Chandaask somehow theirretirementplan looks?someonethat has acash IRAwith usupgrade acustomer toPlatinumPerksSomeonethatstarted anew jobSet anappointment foryourself tospend 5minutes withChandaAccountbalanceover$250,000Ask someone ifthey are happywith their currentreturns on theirinvestmentsTrue or False;There are noguaranteedoptions for aninvestmentaccountfind a Plat.Perkscustomer withno savingswith usFind anaccountwith out abeneficiarycredit cardbalanceover$5000what is theminimumamount tospeak to anInvestmentAdvisor?Ask a customerif they arehappy with theirFinancialAdvisorFind acustomer thathas the wrongemployer ontheir profile.offersomeone afree financialreviewsomeonerecentlyretiredset aninvestmentappointmentfor Chandafind atransactionfrom aninvestmentcompany

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. Someone who has recently moved
  2. find a check from an investment company
  3. someone who has recently lost a family member
  4. someone with an old 401K
  5. Account balance over $100,000
  6. Make an introduction to Chanda
  7. ask some how their retirement plan looks?
  8. someone that has a cash IRA with us
  9. upgrade a customer to Platinum Perks
  10. Someone that started a new job
  11. Set an appointment for yourself to spend 5 minutes with Chanda
  12. Account balance over $250,000
  13. Ask someone if they are happy with their current returns on their investments
  14. True or False; There are no guaranteed options for an investment account
  15. find a Plat. Perks customer with no savings with us
  16. Find an account with out a beneficiary
  17. credit card balance over $5000
  18. what is the minimum amount to speak to an Investment Advisor?
  19. Ask a customer if they are happy with their Financial Advisor
  20. Find a customer that has the wrong employer on their profile.
  21. offer someone a free financial review
  22. someone recently retired
  23. set an investment appointment for Chanda
  24. find a transaction from an investment company