Ask member ifthey have givenany thought toretirement orlong terminvestingBooka cdSellgapSetmemberup for e-statementsUse the phrase“give me amoment justfenagling thisfor you” in a callSell life,disability andinvoluntaryunemploymentSend amobilealertsreferralSelllifeSend amobiledepositreferralTell themember to“have anabsolutelyamazing rest ofyour day!”Send aWealthAdvisorreferralAsk themember ifthey have anemergencysavingsAsk the member ifthey needed to couldthey come up with acouple thousanddollars for adownpayment for anew car out of theblue?Send aFinancialguidereferralUse a product VP(so I can set youup for success, doyou mind if I setyou up with xyz?)Get thememberto laughAsk themember whattheir currentdeductible is ontheir carinsuranceAsk themember whatwould happen ifthey lost 50%of their incomeOpen amyExpressdebit cardUse the word“rambunctious”in a callSend amobileappreferralOpen amoneymarketUse theword“Kerfuffle”in a callSetupAutopayon a loanyou bookAsk memberif they aresaving up foranythingSell lifeanddisabilityThank the memberfor youremployment(because withoutthem, we wouldn’thave jobs)Ask member ifthey have givenany thought toretirement orlong terminvestingBooka cdSellgapSetmemberup for e-statementsUse the phrase“give me amoment justfenagling thisfor you” in a callSell life,disability andinvoluntaryunemploymentSend amobilealertsreferralSelllifeSend amobiledepositreferralTell themember to“have anabsolutelyamazing rest ofyour day!”Send aWealthAdvisorreferralAsk themember ifthey have anemergencysavingsAsk the member ifthey needed to couldthey come up with acouple thousanddollars for adownpayment for anew car out of theblue?Send aFinancialguidereferralUse a product VP(so I can set youup for success, doyou mind if I setyou up with xyz?)Get thememberto laughAsk themember whattheir currentdeductible is ontheir carinsuranceAsk themember whatwould happen ifthey lost 50%of their incomeOpen amyExpressdebit cardUse the word“rambunctious”in a callSend amobileappreferralOpen amoneymarketUse theword“Kerfuffle”in a callSetupAutopayon a loanyou bookAsk memberif they aresaving up foranythingSell lifeanddisabilityThank the memberfor youremployment(because withoutthem, we wouldn’thave jobs)

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