Find acustomer thathas the wrongemployer ontheir profile.Someonewho hasrecentlymovedsomeonewho hasrecently losta familymembersomeonewith anold 401KAccountbalanceover$250,000upgrade acustomer toPlatinumPerksfind a Plat.Perkscustomer withno savingswith usMake anintroductionto Chandacredit cardbalanceover$5000find atransactionfrom aninvestmentcompanyAccountbalanceover$100,000Find anaccountwith out abeneficiaryfind a checkfrom aninvestmentcompanySet anappointment foryourself tospend 5minutes withChandasomeonethat has acash IRAwith uswhat is theminimumamount tospeak to anInvestmentAdvisor?Someonethatstarted anew joboffersomeone afree financialreviewsomeonerecentlyretiredAsk a customerif they arehappy with theirFinancialAdvisorTrue or False;There are noguaranteedoptions for aninvestmentaccountAsk someone ifthey are happywith their currentreturns on theirinvestmentsset aninvestmentappointmentfor Chandaask somehow theirretirementplan looks?Find acustomer thathas the wrongemployer ontheir profile.Someonewho hasrecentlymovedsomeonewho hasrecently losta familymembersomeonewith anold 401KAccountbalanceover$250,000upgrade acustomer toPlatinumPerksfind a Plat.Perkscustomer withno savingswith usMake anintroductionto Chandacredit cardbalanceover$5000find atransactionfrom aninvestmentcompanyAccountbalanceover$100,000Find anaccountwith out abeneficiaryfind a checkfrom aninvestmentcompanySet anappointment foryourself tospend 5minutes withChandasomeonethat has acash IRAwith uswhat is theminimumamount tospeak to anInvestmentAdvisor?Someonethatstarted anew joboffersomeone afree financialreviewsomeonerecentlyretiredAsk a customerif they arehappy with theirFinancialAdvisorTrue or False;There are noguaranteedoptions for aninvestmentaccountAsk someone ifthey are happywith their currentreturns on theirinvestmentsset aninvestmentappointmentfor Chandaask 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 customer that has the wrong employer on their profile.
  2. Someone who has recently moved
  3. someone who has recently lost a family member
  4. someone with an old 401K
  5. Account balance over $250,000
  6. upgrade a customer to Platinum Perks
  7. find a Plat. Perks customer with no savings with us
  8. Make an introduction to Chanda
  9. credit card balance over $5000
  10. find a transaction from an investment company
  11. Account balance over $100,000
  12. Find an account with out a beneficiary
  13. find a check from an investment company
  14. Set an appointment for yourself to spend 5 minutes with Chanda
  15. someone that has a cash IRA with us
  16. what is the minimum amount to speak to an Investment Advisor?
  17. Someone that started a new job
  18. offer someone a free financial review
  19. someone recently retired
  20. Ask a customer if they are happy with their Financial Advisor
  21. True or False; There are no guaranteed options for an investment account
  22. Ask someone if they are happy with their current returns on their investments
  23. set an investment appointment for Chanda
  24. ask some how their retirement plan looks?