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