credit cardbalanceover$5000ask somehow theirretirementplan looks?Accountbalanceover$100,000Ask a customerif they arehappy with theirFinancialAdvisorupgrade acustomer toPlatinumPerksset aninvestmentappointmentfor ChandaMake anintroductionto ChandaFind anaccountwith out abeneficiarysomeonewith anold 401Kfind atransactionfrom aninvestmentcompanyfind a Plat.Perkscustomer withno savingswith uswhat is theminimumamount tospeak to anInvestmentAdvisor?someonewho hasrecently losta familymemberAsk someone ifthey are happywith their currentreturns on theirinvestmentsTrue or False;There are noguaranteedoptions for aninvestmentaccountsomeonerecentlyretiredSomeonewho hasrecentlymovedAccountbalanceover$250,000Find acustomer thathas the wrongemployer ontheir profile.someonethat has acash IRAwith usSomeonethatstarted anew jobfind a checkfrom aninvestmentcompanyoffersomeone afree financialreviewSet anappointment foryourself tospend 5minutes withChandacredit cardbalanceover$5000ask somehow theirretirementplan looks?Accountbalanceover$100,000Ask a customerif they arehappy with theirFinancialAdvisorupgrade acustomer toPlatinumPerksset aninvestmentappointmentfor ChandaMake anintroductionto ChandaFind anaccountwith out abeneficiarysomeonewith anold 401Kfind atransactionfrom aninvestmentcompanyfind a Plat.Perkscustomer withno savingswith uswhat is theminimumamount tospeak to anInvestmentAdvisor?someonewho hasrecently losta familymemberAsk someone ifthey are happywith their currentreturns on theirinvestmentsTrue or False;There are noguaranteedoptions for aninvestmentaccountsomeonerecentlyretiredSomeonewho hasrecentlymovedAccountbalanceover$250,000Find acustomer thathas the wrongemployer ontheir profile.someonethat has acash IRAwith usSomeonethatstarted anew jobfind a checkfrom aninvestmentcompanyoffersomeone afree financialreviewSet anappointment foryourself tospend 5minutes withChanda

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