SelllifeUse theword“Kerfuffle”in a callSell lifeanddisabilityTell themember to“have anabsolutelyamazing rest ofyour day!”Send aWealthAdvisorreferralAsk themember whattheir currentdeductible is ontheir carinsuranceAsk memberif they aresaving up foranythingSetmemberup for e-statementsSell life,disability andinvoluntaryunemploymentUse a product VP(so I can set youup for success, doyou mind if I setyou up with xyz?)Thank the memberfor youremployment(because withoutthem, we wouldn’thave jobs)Ask member ifthey have givenany thought toretirement orlong terminvestingAsk themember whatwould happen ifthey lost 50%of their incomeSetupAutopayon a loanyou bookSend amobiledepositreferralSellgapBooka cdSend amobilealertsreferralOpen amyExpressdebit cardSend amobileappreferralAsk themember ifthey have anemergencysavingsUse the word“rambunctious”in a callUse the phrase“give me amoment justfenagling thisfor you” in a callSend aFinancialguidereferralAsk the member ifthey needed to couldthey come up with acouple thousanddollars for adownpayment for anew car out of theblue?Open amoneymarketGet thememberto laughSelllifeUse theword“Kerfuffle”in a callSell lifeanddisabilityTell themember to“have anabsolutelyamazing rest ofyour day!”Send aWealthAdvisorreferralAsk themember whattheir currentdeductible is ontheir carinsuranceAsk memberif they aresaving up foranythingSetmemberup for e-statementsSell life,disability andinvoluntaryunemploymentUse a product VP(so I can set youup for success, doyou mind if I setyou up with xyz?)Thank the memberfor youremployment(because withoutthem, we wouldn’thave jobs)Ask member ifthey have givenany thought toretirement orlong terminvestingAsk themember whatwould happen ifthey lost 50%of their incomeSetupAutopayon a loanyou bookSend amobiledepositreferralSellgapBooka cdSend amobilealertsreferralOpen amyExpressdebit cardSend amobileappreferralAsk themember ifthey have anemergencysavingsUse the word“rambunctious”in a callUse the phrase“give me amoment justfenagling thisfor you” in a callSend aFinancialguidereferralAsk the member ifthey needed to couldthey come up with acouple thousanddollars for adownpayment for anew car out of theblue?Open amoneymarketGet thememberto laugh

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