Use theword“Kerfuffle”in a callSend amobiledepositreferralBooka cdAsk member ifthey have givenany thought toretirement orlong terminvestingSetmemberup for e-statementsAsk themember whattheir currentdeductible is ontheir carinsuranceOpen amyExpressdebit cardUse a product VP(so I can set youup for success, doyou mind if I setyou up with xyz?)Send amobilealertsreferralSend amobileappreferralAsk the member ifthey needed to couldthey come up with acouple thousanddollars for adownpayment for anew car out of theblue?Ask memberif they aresaving up foranythingTell themember to“have anabsolutelyamazing rest ofyour day!”Use the phrase“give me amoment justfenagling thisfor you” in a callSend aWealthAdvisorreferralAsk themember ifthey have anemergencysavingsGet thememberto laughUse the word“rambunctious”in a callSelllifeThank the memberfor youremployment(because withoutthem, we wouldn’thave jobs)SellgapOpen amoneymarketSell life,disability andinvoluntaryunemploymentSell lifeanddisabilitySetupAutopayon a loanyou bookSend aFinancialguidereferralAsk themember whatwould happen ifthey lost 50%of their incomeUse theword“Kerfuffle”in a callSend amobiledepositreferralBooka cdAsk member ifthey have givenany thought toretirement orlong terminvestingSetmemberup for e-statementsAsk themember whattheir currentdeductible is ontheir carinsuranceOpen amyExpressdebit cardUse a product VP(so I can set youup for success, doyou mind if I setyou up with xyz?)Send amobilealertsreferralSend amobileappreferralAsk the member ifthey needed to couldthey come up with acouple thousanddollars for adownpayment for anew car out of theblue?Ask memberif they aresaving up foranythingTell themember to“have anabsolutelyamazing rest ofyour day!”Use the phrase“give me amoment justfenagling thisfor you” in a callSend aWealthAdvisorreferralAsk themember ifthey have anemergencysavingsGet thememberto laughUse the word“rambunctious”in a callSelllifeThank the memberfor youremployment(because withoutthem, we wouldn’thave jobs)SellgapOpen amoneymarketSell life,disability andinvoluntaryunemploymentSell lifeanddisabilitySetupAutopayon a loanyou bookSend aFinancialguidereferralAsk themember whatwould happen ifthey lost 50%of their income

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