Find acustomer thathas the wrongemployer ontheir profile.someonewho hasrecently losta familymemberAsk a customerif they arehappy with theirFinancialAdvisorset aninvestmentappointmentfor Chandacredit cardbalanceover$5000upgrade acustomer toPlatinumPerkssomeonewith anold 401Kwhat is theminimumamount tospeak to anInvestmentAdvisor?find a checkfrom aninvestmentcompanyfind a Plat.Perkscustomer withno savingswith usSet anappointment foryourself tospend 5minutes withChandafind atransactionfrom aninvestmentcompanyFind anaccountwith out abeneficiaryAccountbalanceover$250,000Ask someone ifthey are happywith their currentreturns on theirinvestmentssomeonerecentlyretiredask somehow theirretirementplan looks?offersomeone afree financialreviewsomeonethat has acash IRAwith usTrue or False;There are noguaranteedoptions for aninvestmentaccountSomeonethatstarted anew jobAccountbalanceover$100,000Make anintroductionto ChandaSomeonewho hasrecentlymovedFind acustomer thathas the wrongemployer ontheir profile.someonewho hasrecently losta familymemberAsk a customerif they arehappy with theirFinancialAdvisorset aninvestmentappointmentfor Chandacredit cardbalanceover$5000upgrade acustomer toPlatinumPerkssomeonewith anold 401Kwhat is theminimumamount tospeak to anInvestmentAdvisor?find a checkfrom aninvestmentcompanyfind a Plat.Perkscustomer withno savingswith usSet anappointment foryourself tospend 5minutes withChandafind atransactionfrom aninvestmentcompanyFind anaccountwith out abeneficiaryAccountbalanceover$250,000Ask someone ifthey are happywith their currentreturns on theirinvestmentssomeonerecentlyretiredask somehow theirretirementplan looks?offersomeone afree financialreviewsomeonethat has acash IRAwith usTrue or False;There are noguaranteedoptions for aninvestmentaccountSomeonethatstarted anew jobAccountbalanceover$100,000Make anintroductionto ChandaSomeonewho hasrecentlymoved

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