find atransactionfrom aninvestmentcompanysomeonewith anold 401Kfind a checkfrom aninvestmentcompanyAccountbalanceover$100,000someonethat has acash IRAwith usupgrade acustomer toPlatinumPerksSet anappointment foryourself tospend 5minutes withChandaAccountbalanceover$250,000offersomeone afree financialreviewset aninvestmentappointmentfor ChandaFind acustomer thathas the wrongemployer ontheir profile.find a Plat.Perkscustomer withno savingswith ussomeonerecentlyretiredTrue or False;There are noguaranteedoptions for aninvestmentaccountcredit cardbalanceover$5000ask somehow theirretirementplan looks?Find anaccountwith out abeneficiaryMake anintroductionto Chandasomeonewho hasrecently losta familymemberwhat is theminimumamount tospeak to anInvestmentAdvisor?Someonewho hasrecentlymovedSomeonethatstarted anew jobAsk someone ifthey are happywith their currentreturns on theirinvestmentsAsk a customerif they arehappy with theirFinancialAdvisorfind atransactionfrom aninvestmentcompanysomeonewith anold 401Kfind a checkfrom aninvestmentcompanyAccountbalanceover$100,000someonethat has acash IRAwith usupgrade acustomer toPlatinumPerksSet anappointment foryourself tospend 5minutes withChandaAccountbalanceover$250,000offersomeone afree financialreviewset aninvestmentappointmentfor ChandaFind acustomer thathas the wrongemployer ontheir profile.find a Plat.Perkscustomer withno savingswith ussomeonerecentlyretiredTrue or False;There are noguaranteedoptions for aninvestmentaccountcredit cardbalanceover$5000ask somehow theirretirementplan looks?Find anaccountwith out abeneficiaryMake anintroductionto Chandasomeonewho hasrecently losta familymemberwhat is theminimumamount tospeak to anInvestmentAdvisor?Someonewho hasrecentlymovedSomeonethatstarted anew jobAsk someone ifthey are happywith their currentreturns on theirinvestmentsAsk a customerif they arehappy with theirFinancialAdvisor

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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
  1. find a transaction from an investment company
  2. someone with an old 401K
  3. find a check from an investment company
  4. Account balance over $100,000
  5. someone that has a cash IRA with us
  6. upgrade a customer to Platinum Perks
  7. Set an appointment for yourself to spend 5 minutes with Chanda
  8. Account balance over $250,000
  9. offer someone a free financial review
  10. set an investment appointment for Chanda
  11. Find a customer that has the wrong employer on their profile.
  12. find a Plat. Perks customer with no savings with us
  13. someone recently retired
  14. True or False; There are no guaranteed options for an investment account
  15. credit card balance over $5000
  16. ask some how their retirement plan looks?
  17. Find an account with out a beneficiary
  18. Make an introduction to Chanda
  19. someone who has recently lost a family member
  20. what is the minimum amount to speak to an Investment Advisor?
  21. Someone who has recently moved
  22. Someone that started a new job
  23. Ask someone if they are happy with their current returns on their investments
  24. Ask a customer if they are happy with their Financial Advisor