SelllifeBooka cdUse the phrase“give me amoment justfenagling thisfor you” in a callSend amobileappreferralUse the word“rambunctious”in a callSend amobiledepositreferralAsk themember ifthey have anemergencysavingsUse theword“Kerfuffle”in a callOpen amyExpressdebit cardSend amobilealertsreferralTell themember to“have anabsolutelyamazing rest ofyour day!”Ask memberif they aresaving up foranythingSell lifeanddisabilitySellgapSell life,disability andinvoluntaryunemploymentThank the memberfor youremployment(because withoutthem, we wouldn’thave jobs)Setmemberup for e-statementsAsk member ifthey have givenany thought toretirement orlong terminvestingAsk themember whattheir currentdeductible is ontheir carinsuranceUse 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 incomeSetupAutopayon a loanyou bookOpen amoneymarketAsk the member ifthey needed to couldthey come up with acouple thousanddollars for adownpayment for anew car out of theblue?Send aWealthAdvisorreferralSend aFinancialguidereferralSelllifeBooka cdUse the phrase“give me amoment justfenagling thisfor you” in a callSend amobileappreferralUse the word“rambunctious”in a callSend amobiledepositreferralAsk themember ifthey have anemergencysavingsUse theword“Kerfuffle”in a callOpen amyExpressdebit cardSend amobilealertsreferralTell themember to“have anabsolutelyamazing rest ofyour day!”Ask memberif they aresaving up foranythingSell lifeanddisabilitySellgapSell life,disability andinvoluntaryunemploymentThank the memberfor youremployment(because withoutthem, we wouldn’thave jobs)Setmemberup for e-statementsAsk member ifthey have givenany thought toretirement orlong terminvestingAsk themember whattheir currentdeductible is ontheir carinsuranceUse 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 incomeSetupAutopayon a loanyou bookOpen amoneymarketAsk the member ifthey needed to couldthey come up with acouple thousanddollars for adownpayment for anew car out of theblue?Send aWealthAdvisorreferralSend aFinancialguidereferral

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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
  1. Sell life
  2. Book a cd
  3. Use the phrase “give me a moment just fenagling this for you” in a call
  4. Send a mobile app referral
  5. Use the word “rambunctious” in a call
  6. Send a mobile deposit referral
  7. Ask the member if they have an emergency savings
  8. Use the word “Kerfuffle” in a call
  9. Open a my Express debit card
  10. Send a mobile alerts referral
  11. Tell the member to “have an absolutely amazing rest of your day!”
  12. Ask member if they are saving up for anything
  13. Sell life and disability
  14. Sell gap
  15. Sell life, disability and involuntary unemployment
  16. Thank the member for your employment (because without them, we wouldn’t have jobs)
  17. Set member up for e-statements
  18. Ask member if they have given any thought to retirement or long term investing
  19. Ask the member what their current deductible is on their car insurance
  20. Use a product VP (so I can set you up for success, do you mind if I set you up with xyz?)
  21. Get the member to laugh
  22. Ask the member what would happen if they lost 50% of their income
  23. Setup Autopay on a loan you book
  24. Open a money market
  25. 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?
  26. Send a Wealth Advisor referral
  27. Send a Financial guide referral