Ask a customerif they arehappy with theirFinancialAdvisorfind a Plat.Perkscustomer withno savingswith ussomeonewho hasrecently losta familymemberSomeonethatstarted anew jobFind acustomer thathas the wrongemployer ontheir profile.Accountbalanceover$250,000offersomeone afree financialreviewupgrade acustomer toPlatinumPerksask somehow theirretirementplan looks?find atransactionfrom aninvestmentcompanysomeonewith anold 401Ksomeonethat has acash IRAwith usFind anaccountwith out abeneficiarysomeonerecentlyretiredMake anintroductionto ChandaSet anappointment foryourself tospend 5minutes withChandaAsk someone ifthey are happywith their currentreturns on theirinvestmentsset aninvestmentappointmentfor ChandaAccountbalanceover$100,000find a checkfrom aninvestmentcompanyTrue or False;There are noguaranteedoptions for aninvestmentaccountSomeonewho hasrecentlymovedcredit cardbalanceover$5000what is theminimumamount tospeak to anInvestmentAdvisor?Ask a customerif they arehappy with theirFinancialAdvisorfind a Plat.Perkscustomer withno savingswith ussomeonewho hasrecently losta familymemberSomeonethatstarted anew jobFind acustomer thathas the wrongemployer ontheir profile.Accountbalanceover$250,000offersomeone afree financialreviewupgrade acustomer toPlatinumPerksask somehow theirretirementplan looks?find atransactionfrom aninvestmentcompanysomeonewith anold 401Ksomeonethat has acash IRAwith usFind anaccountwith out abeneficiarysomeonerecentlyretiredMake anintroductionto ChandaSet anappointment foryourself tospend 5minutes withChandaAsk someone ifthey are happywith their currentreturns on theirinvestmentsset aninvestmentappointmentfor ChandaAccountbalanceover$100,000find a checkfrom aninvestmentcompanyTrue or False;There are noguaranteedoptions for aninvestmentaccountSomeonewho hasrecentlymovedcredit cardbalanceover$5000what is theminimumamount tospeak to anInvestmentAdvisor?

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