Get thememberto laughSell lifeanddisabilityAsk themember whattheir currentdeductible is ontheir carinsuranceSell life,disability andinvoluntaryunemploymentAsk themember whatwould happen ifthey lost 50%of their incomeOpen amoneymarketSend amobilealertsreferralSetmemberup for e-statementsSend aWealthAdvisorreferralOpen amyExpressdebit cardUse theword“Kerfuffle”in a callTell themember to“have anabsolutelyamazing rest ofyour day!”Use a product VP(so I can set youup for success, doyou mind if I setyou up with xyz?)Use the phrase“give me amoment justfenagling thisfor you” in a callAsk the member ifthey needed to couldthey come up with acouple thousanddollars for adownpayment for anew car out of theblue?Send aFinancialguidereferralAsk themember ifthey have anemergencysavingsSellgapUse the word“rambunctious”in a callSend amobiledepositreferralBooka cdSelllifeThank the memberfor youremployment(because withoutthem, we wouldn’thave jobs)Ask memberif they aresaving up foranythingSend amobileappreferralSetupAutopayon a loanyou bookAsk member ifthey have givenany thought toretirement orlong terminvestingGet thememberto laughSell lifeanddisabilityAsk themember whattheir currentdeductible is ontheir carinsuranceSell life,disability andinvoluntaryunemploymentAsk themember whatwould happen ifthey lost 50%of their incomeOpen amoneymarketSend amobilealertsreferralSetmemberup for e-statementsSend aWealthAdvisorreferralOpen amyExpressdebit cardUse theword“Kerfuffle”in a callTell themember to“have anabsolutelyamazing rest ofyour day!”Use a product VP(so I can set youup for success, doyou mind if I setyou up with xyz?)Use the phrase“give me amoment justfenagling thisfor you” in a callAsk the member ifthey needed to couldthey come up with acouple thousanddollars for adownpayment for anew car out of theblue?Send aFinancialguidereferralAsk themember ifthey have anemergencysavingsSellgapUse the word“rambunctious”in a callSend amobiledepositreferralBooka cdSelllifeThank the memberfor youremployment(because withoutthem, we wouldn’thave jobs)Ask memberif they aresaving up foranythingSend amobileappreferralSetupAutopayon a loanyou bookAsk member ifthey have givenany thought toretirement orlong terminvesting

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