Sell life,disability andinvoluntaryunemploymentAsk themember ifthey have anemergencysavingsUse the phrase“give me amoment justfenagling thisfor you” in a callSetupAutopayon a loanyou bookSelllifeAsk member ifthey have givenany thought toretirement orlong terminvestingSend amobilealertsreferralAsk themember whattheir currentdeductible is ontheir carinsuranceAsk the member ifthey needed to couldthey come up with acouple thousanddollars for adownpayment for anew car out of theblue?Send aWealthAdvisorreferralTell themember to“have anabsolutelyamazing rest ofyour day!”Setmemberup for e-statementsUse theword“Kerfuffle”in a callAsk memberif they aresaving up foranythingSell lifeanddisabilitySellgapSend amobileappreferralOpen amoneymarketUse the word“rambunctious”in a callBooka cdSend amobiledepositreferralOpen amyExpressdebit cardSend aFinancialguidereferralUse a product VP(so I can set youup for success, doyou mind if I setyou up with xyz?)Get thememberto laughAsk themember whatwould happen ifthey lost 50%of their incomeThank the memberfor youremployment(because withoutthem, we wouldn’thave jobs)Sell life,disability andinvoluntaryunemploymentAsk themember ifthey have anemergencysavingsUse the phrase“give me amoment justfenagling thisfor you” in a callSetupAutopayon a loanyou bookSelllifeAsk member ifthey have givenany thought toretirement orlong terminvestingSend amobilealertsreferralAsk themember whattheir currentdeductible is ontheir carinsuranceAsk the member ifthey needed to couldthey come up with acouple thousanddollars for adownpayment for anew car out of theblue?Send aWealthAdvisorreferralTell themember to“have anabsolutelyamazing rest ofyour day!”Setmemberup for e-statementsUse theword“Kerfuffle”in a callAsk memberif they aresaving up foranythingSell lifeanddisabilitySellgapSend amobileappreferralOpen amoneymarketUse the word“rambunctious”in a callBooka cdSend amobiledepositreferralOpen amyExpressdebit cardSend aFinancialguidereferralUse a product VP(so I can set youup for success, doyou mind if I setyou up with xyz?)Get thememberto laughAsk themember whatwould happen ifthey lost 50%of their incomeThank the memberfor youremployment(because withoutthem, we wouldn’thave jobs)

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