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