Sell life,disability andinvoluntaryunemploymentSend aFinancialguidereferralSend amobiledepositreferralAsk themember ifthey have anemergencysavingsSell lifeanddisabilityBooka cdSelllifeSetmemberup for e-statementsSend amobileappreferralUse a product VP(so I can set youup for success, doyou mind if I setyou up with xyz?)Send aWealthAdvisorreferralUse the phrase“give me amoment justfenagling thisfor you” in a callThank the memberfor youremployment(because withoutthem, we wouldn’thave jobs)Ask memberif they aresaving up foranythingSetupAutopayon a loanyou bookGet thememberto laughUse theword“Kerfuffle”in a callOpen amyExpressdebit cardOpen amoneymarketTell themember to“have anabsolutelyamazing rest ofyour day!”SellgapAsk member ifthey have givenany thought toretirement orlong terminvestingSend amobilealertsreferralAsk the member ifthey needed to couldthey come up with acouple thousanddollars for adownpayment for anew car out of theblue?Use the word“rambunctious”in a callAsk themember whatwould happen ifthey lost 50%of their incomeAsk themember whattheir currentdeductible is ontheir carinsuranceSell life,disability andinvoluntaryunemploymentSend aFinancialguidereferralSend amobiledepositreferralAsk themember ifthey have anemergencysavingsSell lifeanddisabilityBooka cdSelllifeSetmemberup for e-statementsSend amobileappreferralUse a product VP(so I can set youup for success, doyou mind if I setyou up with xyz?)Send aWealthAdvisorreferralUse the phrase“give me amoment justfenagling thisfor you” in a callThank the memberfor youremployment(because withoutthem, we wouldn’thave jobs)Ask memberif they aresaving up foranythingSetupAutopayon a loanyou bookGet thememberto laughUse theword“Kerfuffle”in a callOpen amyExpressdebit cardOpen amoneymarketTell themember to“have anabsolutelyamazing rest ofyour day!”SellgapAsk member ifthey have givenany thought toretirement orlong terminvestingSend amobilealertsreferralAsk the member ifthey needed to couldthey come up with acouple thousanddollars for adownpayment for anew car out of theblue?Use the word“rambunctious”in a callAsk themember whatwould happen ifthey lost 50%of their incomeAsk themember whattheir currentdeductible is ontheir carinsurance

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. Sell life, disability and involuntary unemployment
  2. Send a Financial guide referral
  3. Send a mobile deposit referral
  4. Ask the member if they have an emergency savings
  5. Sell life and disability
  6. Book a cd
  7. Sell life
  8. Set member up for e-statements
  9. Send a mobile app referral
  10. Use a product VP (so I can set you up for success, do you mind if I set you up with xyz?)
  11. Send a Wealth Advisor referral
  12. Use the phrase “give me a moment just fenagling this for you” in a call
  13. Thank the member for your employment (because without them, we wouldn’t have jobs)
  14. Ask member if they are saving up for anything
  15. Setup Autopay on a loan you book
  16. Get the member to laugh
  17. Use the word “Kerfuffle” in a call
  18. Open a my Express debit card
  19. Open a money market
  20. Tell the member to “have an absolutely amazing rest of your day!”
  21. Sell gap
  22. Ask member if they have given any thought to retirement or long term investing
  23. Send a mobile alerts referral
  24. Ask the member if they needed to could they come up with a couple thousand dollars for a downpayment for a new car out of the blue?
  25. Use the word “rambunctious” in a call
  26. Ask the member what would happen if they lost 50% of their income
  27. Ask the member what their current deductible is on their car insurance