Ask a customerif they arehappy with theirFinancialAdvisorSomeonethatstarted anew jobask somehow theirretirementplan looks?offersomeone afree financialreviewAccountbalanceover$100,000Find anaccountwith out abeneficiarycredit cardbalanceover$5000Make anintroductionto ChandaAsk someone ifthey are happywith their currentreturns on theirinvestmentsAccountbalanceover$250,000someonethat has acash IRAwith usfind atransactionfrom aninvestmentcompanyFind acustomer thathas the wrongemployer ontheir profile.what is theminimumamount tospeak to anInvestmentAdvisor?someonerecentlyretiredupgrade acustomer toPlatinumPerksfind a checkfrom aninvestmentcompanySomeonewho hasrecentlymovedTrue or False;There are noguaranteedoptions for aninvestmentaccountsomeonewith anold 401Kset aninvestmentappointmentfor Chandafind a Plat.Perkscustomer withno savingswith usSet anappointment foryourself tospend 5minutes withChandasomeonewho hasrecently losta familymemberAsk a customerif they arehappy with theirFinancialAdvisorSomeonethatstarted anew jobask somehow theirretirementplan looks?offersomeone afree financialreviewAccountbalanceover$100,000Find anaccountwith out abeneficiarycredit cardbalanceover$5000Make anintroductionto ChandaAsk someone ifthey are happywith their currentreturns on theirinvestmentsAccountbalanceover$250,000someonethat has acash IRAwith usfind atransactionfrom aninvestmentcompanyFind acustomer thathas the wrongemployer ontheir profile.what is theminimumamount tospeak to anInvestmentAdvisor?someonerecentlyretiredupgrade acustomer toPlatinumPerksfind a checkfrom aninvestmentcompanySomeonewho hasrecentlymovedTrue or False;There are noguaranteedoptions for aninvestmentaccountsomeonewith anold 401Kset aninvestmentappointmentfor Chandafind a Plat.Perkscustomer withno savingswith usSet anappointment foryourself tospend 5minutes withChandasomeonewho hasrecently losta familymember

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