Send amobilealertsreferralSell lifeanddisabilitySend amobiledepositreferralSellgapUse the phrase“give me amoment justfenagling thisfor you” in a callSend amobileappreferralSelllifeAsk the member ifthey needed to couldthey come up with acouple thousanddollars for adownpayment for anew car out of theblue?Use theword“Kerfuffle”in a callOpen amyExpressdebit cardSend aFinancialguidereferralTell themember to“have anabsolutelyamazing rest ofyour day!”Thank the memberfor youremployment(because withoutthem, we wouldn’thave jobs)Get thememberto laughSetupAutopayon a loanyou bookAsk themember whattheir currentdeductible is ontheir carinsuranceSetmemberup for e-statementsSend aWealthAdvisorreferralBooka cdAsk themember ifthey have anemergencysavingsAsk memberif they aresaving up foranythingSell life,disability andinvoluntaryunemploymentUse a product VP(so I can set youup for success, doyou mind if I setyou up with xyz?)Ask themember whatwould happen ifthey lost 50%of their incomeAsk member ifthey have givenany thought toretirement orlong terminvestingOpen amoneymarketUse the word“rambunctious”in a callSend amobilealertsreferralSell lifeanddisabilitySend amobiledepositreferralSellgapUse the phrase“give me amoment justfenagling thisfor you” in a callSend amobileappreferralSelllifeAsk the member ifthey needed to couldthey come up with acouple thousanddollars for adownpayment for anew car out of theblue?Use theword“Kerfuffle”in a callOpen amyExpressdebit cardSend aFinancialguidereferralTell themember to“have anabsolutelyamazing rest ofyour day!”Thank the memberfor youremployment(because withoutthem, we wouldn’thave jobs)Get thememberto laughSetupAutopayon a loanyou bookAsk themember whattheir currentdeductible is ontheir carinsuranceSetmemberup for e-statementsSend aWealthAdvisorreferralBooka cdAsk themember ifthey have anemergencysavingsAsk memberif they aresaving up foranythingSell life,disability andinvoluntaryunemploymentUse a product VP(so I can set youup for success, doyou mind if I setyou up with xyz?)Ask themember whatwould happen ifthey lost 50%of their incomeAsk member ifthey have givenany thought toretirement orlong terminvestingOpen amoneymarketUse the word“rambunctious”in a call

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