How longhave youworkedthere?Are youaware thatwe may beable to matchthat rate?Who isyourfinancialadvisor?Have youstartedHolidayshopping?RMDYou oweit toyourself...Memberis happyit'ssnowingZero %for 12monthsDo youknow therate you'regetting?Are youaware thatwe haveotheroptions?Hand out aRelationshipBanker'sbusinesscardI noticeyou havean IRAwith us...Jena likesto educateand informMemberasks if we'regiving outany freesamplesWhat isyour planforretirement?update 5memberreviewsWhat areyour plansfor...?How longhave youlived at...?StrategyWhat areyousavingfor?IRALet me signyou in to talkto (banker'sname)Update 5memberreviewsHave youmet withJena?How longhave youworkedthere?Are youaware thatwe may beable to matchthat rate?Who isyourfinancialadvisor?Have youstartedHolidayshopping?RMDYou oweit toyourself...Memberis happyit'ssnowingZero %for 12monthsDo youknow therate you'regetting?Are youaware thatwe haveotheroptions?Hand out aRelationshipBanker'sbusinesscardI noticeyou havean IRAwith us...Jena likesto educateand informMemberasks if we'regiving outany freesamplesWhat isyour planforretirement?update 5memberreviewsWhat areyour plansfor...?How longhave youlived at...?StrategyWhat areyousavingfor?IRALet me signyou in to talkto (banker'sname)Update 5memberreviewsHave youmet withJena?

Untitled 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. How long have you worked there?
  2. Are you aware that we may be able to match that rate?
  3. Who is your financial advisor?
  4. Have you started Holiday shopping?
  5. RMD
  6. You owe it to yourself...
  7. Member is happy it's snowing
  8. Zero % for 12 months
  9. Do you know the rate you're getting?
  10. Are you aware that we have other options?
  11. Hand out a Relationship Banker's business card
  12. I notice you have an IRA with us...
  13. Jena likes to educate and inform
  14. Member asks if we're giving out any free samples
  15. What is your plan for retirement?
  16. update 5 member reviews
  17. What are your plans for...?
  18. How long have you lived at...?
  19. Strategy
  20. What are you saving for?
  21. IRA
  22. Let me sign you in to talk to (banker's name)
  23. Update 5 member reviews
  24. Have you met with Jena?