Booka cdUse theword“Kerfuffle”in a callSend amobilealertsreferralAsk the member ifthey needed to couldthey come up with acouple thousanddollars for adownpayment for anew car out of theblue?Ask themember ifthey have anemergencysavingsUse the phrase“give me amoment justfenagling thisfor you” in a callAsk member ifthey have givenany thought toretirement orlong terminvestingSetmemberup for e-statementsTell themember to“have anabsolutelyamazing rest ofyour day!”Thank the memberfor youremployment(because withoutthem, we wouldn’thave jobs)Sell life,disability andinvoluntaryunemploymentUse the word“rambunctious”in a callSetupAutopayon a loanyou bookUse a product VP(so I can set youup for success, doyou mind if I setyou up with xyz?)Get thememberto laughSend amobileappreferralAsk memberif they aresaving up foranythingOpen amyExpressdebit cardOpen amoneymarketSellgapSend aWealthAdvisorreferralSend aFinancialguidereferralSend amobiledepositreferralAsk themember whattheir currentdeductible is ontheir carinsuranceSell lifeanddisabilityAsk themember whatwould happen ifthey lost 50%of their incomeSelllifeBooka cdUse theword“Kerfuffle”in a callSend amobilealertsreferralAsk the member ifthey needed to couldthey come up with acouple thousanddollars for adownpayment for anew car out of theblue?Ask themember ifthey have anemergencysavingsUse the phrase“give me amoment justfenagling thisfor you” in a callAsk member ifthey have givenany thought toretirement orlong terminvestingSetmemberup for e-statementsTell themember to“have anabsolutelyamazing rest ofyour day!”Thank the memberfor youremployment(because withoutthem, we wouldn’thave jobs)Sell life,disability andinvoluntaryunemploymentUse the word“rambunctious”in a callSetupAutopayon a loanyou bookUse a product VP(so I can set youup for success, doyou mind if I setyou up with xyz?)Get thememberto laughSend amobileappreferralAsk memberif they aresaving up foranythingOpen amyExpressdebit cardOpen amoneymarketSellgapSend aWealthAdvisorreferralSend aFinancialguidereferralSend amobiledepositreferralAsk themember whattheir currentdeductible is ontheir carinsuranceSell lifeanddisabilityAsk themember whatwould happen ifthey lost 50%of their incomeSelllife

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