credit cardbalanceover$5000Ask someone ifthey are happywith their currentreturns on theirinvestmentsask somehow theirretirementplan looks?offersomeone afree financialreviewfind a checkfrom aninvestmentcompanySet anappointment foryourself tospend 5minutes withChandaAccountbalanceover$250,000Find anaccountwith out abeneficiarysomeonethat has acash IRAwith usTrue or False;There are noguaranteedoptions for aninvestmentaccountSomeonethatstarted anew jobSomeonewho hasrecentlymovedsomeonewho hasrecently losta familymemberAsk a customerif they arehappy with theirFinancialAdvisorFind acustomer thathas the wrongemployer ontheir profile.someonewith anold 401Kupgrade acustomer toPlatinumPerkswhat is theminimumamount tospeak to anInvestmentAdvisor?someonerecentlyretiredMake anintroductionto Chandaset aninvestmentappointmentfor ChandaAccountbalanceover$100,000find atransactionfrom aninvestmentcompanyfind a Plat.Perkscustomer withno savingswith uscredit cardbalanceover$5000Ask someone ifthey are happywith their currentreturns on theirinvestmentsask somehow theirretirementplan looks?offersomeone afree financialreviewfind a checkfrom aninvestmentcompanySet anappointment foryourself tospend 5minutes withChandaAccountbalanceover$250,000Find anaccountwith out abeneficiarysomeonethat has acash IRAwith usTrue or False;There are noguaranteedoptions for aninvestmentaccountSomeonethatstarted anew jobSomeonewho hasrecentlymovedsomeonewho hasrecently losta familymemberAsk a customerif they arehappy with theirFinancialAdvisorFind acustomer thathas the wrongemployer ontheir profile.someonewith anold 401Kupgrade acustomer toPlatinumPerkswhat is theminimumamount tospeak to anInvestmentAdvisor?someonerecentlyretiredMake anintroductionto Chandaset aninvestmentappointmentfor ChandaAccountbalanceover$100,000find atransactionfrom aninvestmentcompanyfind a Plat.Perkscustomer withno savingswith us

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