someonewho hasrecently losta familymemberAsk someone ifthey are happywith their currentreturns on theirinvestmentsset aninvestmentappointmentfor Chandasomeonewith anold 401KTrue or False;There are noguaranteedoptions for aninvestmentaccountupgrade acustomer toPlatinumPerksfind atransactionfrom aninvestmentcompanyAccountbalanceover$250,000Ask a customerif they arehappy with theirFinancialAdvisorask somehow theirretirementplan looks?someonerecentlyretiredfind a Plat.Perkscustomer withno savingswith usMake anintroductionto ChandaFind anaccountwith out abeneficiaryfind a checkfrom aninvestmentcompanysomeonethat has acash IRAwith usSomeonethatstarted anew jobFind acustomer thathas the wrongemployer ontheir profile.what is theminimumamount tospeak to anInvestmentAdvisor?Someonewho hasrecentlymovedoffersomeone afree financialreviewAccountbalanceover$100,000Set anappointment foryourself tospend 5minutes withChandacredit cardbalanceover$5000someonewho hasrecently losta familymemberAsk someone ifthey are happywith their currentreturns on theirinvestmentsset aninvestmentappointmentfor Chandasomeonewith anold 401KTrue or False;There are noguaranteedoptions for aninvestmentaccountupgrade acustomer toPlatinumPerksfind atransactionfrom aninvestmentcompanyAccountbalanceover$250,000Ask a customerif they arehappy with theirFinancialAdvisorask somehow theirretirementplan looks?someonerecentlyretiredfind a Plat.Perkscustomer withno savingswith usMake anintroductionto ChandaFind anaccountwith out abeneficiaryfind a checkfrom aninvestmentcompanysomeonethat has acash IRAwith usSomeonethatstarted anew jobFind acustomer thathas the wrongemployer ontheir profile.what is theminimumamount tospeak to anInvestmentAdvisor?Someonewho hasrecentlymovedoffersomeone afree financialreviewAccountbalanceover$100,000Set anappointment foryourself tospend 5minutes withChandacredit cardbalanceover$5000

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