(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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offer someone a free financial review
Make an introduction to Chanda
Ask someone if they are happy with their current returns on their investments
Account balance over $100,000
ask some how their retirement plan looks?
set an investment appointment for Chanda
someone that has a cash IRA with us
credit card balance over $5000
Account balance over $250,000
someone who has recently lost a family member
Someone that started a new job
upgrade a customer to Platinum Perks
what is the minimum amount to speak to an Investment Advisor?
find a Plat. Perks customer with no savings with us
Set an appointment for yourself to spend 5 minutes with Chanda
Find a customer that has the wrong employer on their profile.
someone with an old 401K
someone recently retired
True or False; There are no guaranteed options for an investment account
Someone who has recently moved
Ask a customer if they are happy with their Financial Advisor
