Booka cdSend amobiledepositreferralSetupAutopayon a loanyou bookSell lifeanddisabilityThank the memberfor youremployment(because withoutthem, we wouldn’thave jobs)Setmemberup for e-statementsTell themember to“have anabsolutelyamazing rest ofyour day!”Send aFinancialguidereferralUse the phrase“give me amoment justfenagling thisfor you” in a callAsk themember whatwould happen ifthey lost 50%of their incomeSellgapAsk memberif they aresaving up foranythingSend amobileappreferralOpen amyExpressdebit cardAsk the member ifthey needed to couldthey come up with acouple thousanddollars for adownpayment for anew car out of theblue?Send aWealthAdvisorreferralUse the word“rambunctious”in a callSelllifeSend amobilealertsreferralUse a product VP(so I can set youup for success, doyou mind if I setyou up with xyz?)Ask themember ifthey have anemergencysavingsOpen amoneymarketAsk themember whattheir currentdeductible is ontheir carinsuranceAsk member ifthey have givenany thought toretirement orlong terminvestingSell life,disability andinvoluntaryunemploymentGet thememberto laughUse theword“Kerfuffle”in a callBooka cdSend amobiledepositreferralSetupAutopayon a loanyou bookSell lifeanddisabilityThank the memberfor youremployment(because withoutthem, we wouldn’thave jobs)Setmemberup for e-statementsTell themember to“have anabsolutelyamazing rest ofyour day!”Send aFinancialguidereferralUse the phrase“give me amoment justfenagling thisfor you” in a callAsk themember whatwould happen ifthey lost 50%of their incomeSellgapAsk memberif they aresaving up foranythingSend amobileappreferralOpen amyExpressdebit cardAsk the member ifthey needed to couldthey come up with acouple thousanddollars for adownpayment for anew car out of theblue?Send aWealthAdvisorreferralUse the word“rambunctious”in a callSelllifeSend amobilealertsreferralUse a product VP(so I can set youup for success, doyou mind if I setyou up with xyz?)Ask themember ifthey have anemergencysavingsOpen amoneymarketAsk themember whattheir currentdeductible is ontheir carinsuranceAsk member ifthey have givenany thought toretirement orlong terminvestingSell life,disability andinvoluntaryunemploymentGet thememberto laughUse theword“Kerfuffle”in a call

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