ask somehow theirretirementplan looks?Ask someone ifthey are happywith their currentreturns on theirinvestmentsfind a Plat.Perkscustomer withno savingswith usTrue or False;There are noguaranteedoptions for aninvestmentaccountoffersomeone afree financialreviewAsk a customerif they arehappy with theirFinancialAdvisorAccountbalanceover$100,000someonerecentlyretiredAccountbalanceover$250,000someonewith anold 401Ksomeonewho hasrecently losta familymemberwhat is theminimumamount tospeak to anInvestmentAdvisor?upgrade acustomer toPlatinumPerksSomeonewho hasrecentlymovedfind atransactionfrom aninvestmentcompanyfind a checkfrom aninvestmentcompanysomeonethat has acash IRAwith usFind anaccountwith out abeneficiaryFind acustomer thathas the wrongemployer ontheir profile.Make anintroductionto Chandacredit cardbalanceover$5000Set anappointment foryourself tospend 5minutes withChandaset aninvestmentappointmentfor ChandaSomeonethatstarted anew jobask somehow theirretirementplan looks?Ask someone ifthey are happywith their currentreturns on theirinvestmentsfind a Plat.Perkscustomer withno savingswith usTrue or False;There are noguaranteedoptions for aninvestmentaccountoffersomeone afree financialreviewAsk a customerif they arehappy with theirFinancialAdvisorAccountbalanceover$100,000someonerecentlyretiredAccountbalanceover$250,000someonewith anold 401Ksomeonewho hasrecently losta familymemberwhat is theminimumamount tospeak to anInvestmentAdvisor?upgrade acustomer toPlatinumPerksSomeonewho hasrecentlymovedfind atransactionfrom aninvestmentcompanyfind a checkfrom aninvestmentcompanysomeonethat has acash IRAwith usFind anaccountwith out abeneficiaryFind acustomer thathas the wrongemployer ontheir profile.Make anintroductionto Chandacredit cardbalanceover$5000Set anappointment foryourself tospend 5minutes withChandaset aninvestmentappointmentfor ChandaSomeonethatstarted anew job

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