someonethat has acash IRAwith ussomeonewho hasrecently losta familymemberAsk someone ifthey are happywith their currentreturns on theirinvestmentsset aninvestmentappointmentfor Chandaupgrade acustomer toPlatinumPerksfind a Plat.Perkscustomer withno savingswith usSet anappointment foryourself tospend 5minutes withChandaFind acustomer thathas the wrongemployer ontheir profile.find atransactionfrom aninvestmentcompanySomeonethatstarted anew jobFind anaccountwith out abeneficiarysomeonewith anold 401KTrue or False;There are noguaranteedoptions for aninvestmentaccountSomeonewho hasrecentlymovedcredit cardbalanceover$5000Make anintroductionto Chandafind a checkfrom aninvestmentcompanyask somehow theirretirementplan looks?offersomeone afree financialreviewsomeonerecentlyretiredAccountbalanceover$100,000Ask a customerif they arehappy with theirFinancialAdvisorwhat is theminimumamount tospeak to anInvestmentAdvisor?Accountbalanceover$250,000someonethat has acash IRAwith ussomeonewho hasrecently losta familymemberAsk someone ifthey are happywith their currentreturns on theirinvestmentsset aninvestmentappointmentfor Chandaupgrade acustomer toPlatinumPerksfind a Plat.Perkscustomer withno savingswith usSet anappointment foryourself tospend 5minutes withChandaFind acustomer thathas the wrongemployer ontheir profile.find atransactionfrom aninvestmentcompanySomeonethatstarted anew jobFind anaccountwith out abeneficiarysomeonewith anold 401KTrue or False;There are noguaranteedoptions for aninvestmentaccountSomeonewho hasrecentlymovedcredit cardbalanceover$5000Make anintroductionto Chandafind a checkfrom aninvestmentcompanyask somehow theirretirementplan looks?offersomeone afree financialreviewsomeonerecentlyretiredAccountbalanceover$100,000Ask a customerif they arehappy with theirFinancialAdvisorwhat is theminimumamount tospeak to anInvestmentAdvisor?Accountbalanceover$250,000

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