Ask a customerif they arehappy with theirFinancialAdvisorcredit cardbalanceover$5000Ask someone ifthey are happywith their currentreturns on theirinvestmentsfind a checkfrom aninvestmentcompanyfind atransactionfrom aninvestmentcompanySomeonethatstarted anew jobsomeonethat has acash IRAwith usupgrade acustomer toPlatinumPerksfind a Plat.Perkscustomer withno savingswith ussomeonewho hasrecently losta familymemberAccountbalanceover$250,000what is theminimumamount tospeak to anInvestmentAdvisor?offersomeone afree financialreviewFind anaccountwith out abeneficiaryFind acustomer thathas the wrongemployer ontheir profile.set aninvestmentappointmentfor Chandasomeonewith anold 401Kask somehow theirretirementplan looks?someonerecentlyretiredSomeonewho hasrecentlymovedSet anappointment foryourself tospend 5minutes withChandaTrue or False;There are noguaranteedoptions for aninvestmentaccountMake anintroductionto ChandaAccountbalanceover$100,000Ask a customerif they arehappy with theirFinancialAdvisorcredit cardbalanceover$5000Ask someone ifthey are happywith their currentreturns on theirinvestmentsfind a checkfrom aninvestmentcompanyfind atransactionfrom aninvestmentcompanySomeonethatstarted anew jobsomeonethat has acash IRAwith usupgrade acustomer toPlatinumPerksfind a Plat.Perkscustomer withno savingswith ussomeonewho hasrecently losta familymemberAccountbalanceover$250,000what is theminimumamount tospeak to anInvestmentAdvisor?offersomeone afree financialreviewFind anaccountwith out abeneficiaryFind acustomer thathas the wrongemployer ontheir profile.set aninvestmentappointmentfor Chandasomeonewith anold 401Kask somehow theirretirementplan looks?someonerecentlyretiredSomeonewho hasrecentlymovedSet anappointment foryourself tospend 5minutes withChandaTrue or False;There are noguaranteedoptions for aninvestmentaccountMake anintroductionto ChandaAccountbalanceover$100,000

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