find a Plat.Perkscustomer withno savingswith usupgrade acustomer toPlatinumPerksSet anappointment foryourself tospend 5minutes withChandaTrue or False;There are noguaranteedoptions for aninvestmentaccountFind anaccountwith out abeneficiaryoffersomeone afree financialreviewSomeonewho hasrecentlymovedFind acustomer thathas the wrongemployer ontheir profile.find a checkfrom aninvestmentcompanysomeonewith anold 401KSomeonethatstarted anew jobAccountbalanceover$100,000Make anintroductionto Chandasomeonethat has acash IRAwith ussomeonewho hasrecently losta familymembersomeonerecentlyretiredAsk someone ifthey are happywith their currentreturns on theirinvestmentsset aninvestmentappointmentfor ChandaAccountbalanceover$250,000what is theminimumamount tospeak to anInvestmentAdvisor?credit cardbalanceover$5000find atransactionfrom aninvestmentcompanyAsk a customerif they arehappy with theirFinancialAdvisorask somehow theirretirementplan looks?find a Plat.Perkscustomer withno savingswith usupgrade acustomer toPlatinumPerksSet anappointment foryourself tospend 5minutes withChandaTrue or False;There are noguaranteedoptions for aninvestmentaccountFind anaccountwith out abeneficiaryoffersomeone afree financialreviewSomeonewho hasrecentlymovedFind acustomer thathas the wrongemployer ontheir profile.find a checkfrom aninvestmentcompanysomeonewith anold 401KSomeonethatstarted anew jobAccountbalanceover$100,000Make anintroductionto Chandasomeonethat has acash IRAwith ussomeonewho hasrecently losta familymembersomeonerecentlyretiredAsk someone ifthey are happywith their currentreturns on theirinvestmentsset aninvestmentappointmentfor ChandaAccountbalanceover$250,000what is theminimumamount tospeak to anInvestmentAdvisor?credit cardbalanceover$5000find atransactionfrom aninvestmentcompanyAsk a customerif they arehappy with theirFinancialAdvisorask 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.


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