Ask someone ifthey are happywith their currentreturns on theirinvestmentsset aninvestmentappointmentfor Chandaoffersomeone afree financialreviewFind anaccountwith out abeneficiarySet anappointment foryourself tospend 5minutes withChandafind a Plat.Perkscustomer withno savingswith usMake anintroductionto Chandawhat is theminimumamount tospeak to anInvestmentAdvisor?Ask a customerif they arehappy with theirFinancialAdvisorfind atransactionfrom aninvestmentcompanysomeonethat has acash IRAwith uscredit cardbalanceover$5000Find acustomer thathas the wrongemployer ontheir profile.Accountbalanceover$100,000Someonethatstarted anew jobsomeonewho hasrecently losta familymembersomeonewith anold 401Ksomeonerecentlyretiredupgrade acustomer toPlatinumPerksfind a checkfrom aninvestmentcompanyAccountbalanceover$250,000Someonewho hasrecentlymovedTrue or False;There are noguaranteedoptions for aninvestmentaccountask somehow theirretirementplan looks?Ask someone ifthey are happywith their currentreturns on theirinvestmentsset aninvestmentappointmentfor Chandaoffersomeone afree financialreviewFind anaccountwith out abeneficiarySet anappointment foryourself tospend 5minutes withChandafind a Plat.Perkscustomer withno savingswith usMake anintroductionto Chandawhat is theminimumamount tospeak to anInvestmentAdvisor?Ask a customerif they arehappy with theirFinancialAdvisorfind atransactionfrom aninvestmentcompanysomeonethat has acash IRAwith uscredit cardbalanceover$5000Find acustomer thathas the wrongemployer ontheir profile.Accountbalanceover$100,000Someonethatstarted anew jobsomeonewho hasrecently losta familymembersomeonewith anold 401Ksomeonerecentlyretiredupgrade acustomer toPlatinumPerksfind a checkfrom aninvestmentcompanyAccountbalanceover$250,000Someonewho hasrecentlymovedTrue or False;There are noguaranteedoptions for aninvestmentaccountask somehow theirretirementplan looks?

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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
  1. Ask someone if they are happy with their current returns on their investments
  2. set an investment appointment for Chanda
  3. offer someone a free financial review
  4. Find an account with out a beneficiary
  5. Set an appointment for yourself to spend 5 minutes with Chanda
  6. find a Plat. Perks customer with no savings with us
  7. Make an introduction to Chanda
  8. what is the minimum amount to speak to an Investment Advisor?
  9. Ask a customer if they are happy with their Financial Advisor
  10. find a transaction from an investment company
  11. someone that has a cash IRA with us
  12. credit card balance over $5000
  13. Find a customer that has the wrong employer on their profile.
  14. Account balance over $100,000
  15. Someone that started a new job
  16. someone who has recently lost a family member
  17. someone with an old 401K
  18. someone recently retired
  19. upgrade a customer to Platinum Perks
  20. find a check from an investment company
  21. Account balance over $250,000
  22. Someone who has recently moved
  23. True or False; There are no guaranteed options for an investment account
  24. ask some how their retirement plan looks?