Ask member ifthey have givenany thought toretirement orlong terminvestingOpen amoneymarketGet thememberto laughOpen amyExpressdebit cardUse a product VP(so I can set youup for success, doyou mind if I setyou up with xyz?)SetupAutopayon a loanyou bookSellgapSelllifeTell themember to“have anabsolutelyamazing rest ofyour day!”Sell lifeanddisabilitySend amobiledepositreferralSend amobilealertsreferralBooka cdAsk the member ifthey needed to couldthey come up with acouple thousanddollars for adownpayment for anew car out of theblue?Use the phrase“give me amoment justfenagling thisfor you” in a callUse theword“Kerfuffle”in a callSend aFinancialguidereferralAsk themember ifthey have anemergencysavingsAsk themember whattheir currentdeductible is ontheir carinsuranceAsk themember whatwould happen ifthey lost 50%of their incomeAsk memberif they aresaving up foranythingSend aWealthAdvisorreferralUse the word“rambunctious”in a callSend amobileappreferralThank the memberfor youremployment(because withoutthem, we wouldn’thave jobs)Sell life,disability andinvoluntaryunemploymentSetmemberup for e-statementsAsk member ifthey have givenany thought toretirement orlong terminvestingOpen amoneymarketGet thememberto laughOpen amyExpressdebit cardUse a product VP(so I can set youup for success, doyou mind if I setyou up with xyz?)SetupAutopayon a loanyou bookSellgapSelllifeTell themember to“have anabsolutelyamazing rest ofyour day!”Sell lifeanddisabilitySend amobiledepositreferralSend amobilealertsreferralBooka cdAsk the member ifthey needed to couldthey come up with acouple thousanddollars for adownpayment for anew car out of theblue?Use the phrase“give me amoment justfenagling thisfor you” in a callUse theword“Kerfuffle”in a callSend aFinancialguidereferralAsk themember ifthey have anemergencysavingsAsk themember whattheir currentdeductible is ontheir carinsuranceAsk themember whatwould happen ifthey lost 50%of their incomeAsk memberif they aresaving up foranythingSend aWealthAdvisorreferralUse the word“rambunctious”in a callSend amobileappreferralThank the memberfor youremployment(because withoutthem, we wouldn’thave jobs)Sell life,disability andinvoluntaryunemploymentSetmemberup for e-statements

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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
  1. Ask member if they have given any thought to retirement or long term investing
  2. Open a money market
  3. Get the member to laugh
  4. Open a my Express debit card
  5. Use a product VP (so I can set you up for success, do you mind if I set you up with xyz?)
  6. Setup Autopay on a loan you book
  7. Sell gap
  8. Sell life
  9. Tell the member to “have an absolutely amazing rest of your day!”
  10. Sell life and disability
  11. Send a mobile deposit referral
  12. Send a mobile alerts referral
  13. Book a cd
  14. 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?
  15. Use the phrase “give me a moment just fenagling this for you” in a call
  16. Use the word “Kerfuffle” in a call
  17. Send a Financial guide referral
  18. Ask the member if they have an emergency savings
  19. Ask the member what their current deductible is on their car insurance
  20. Ask the member what would happen if they lost 50% of their income
  21. Ask member if they are saving up for anything
  22. Send a Wealth Advisor referral
  23. Use the word “rambunctious” in a call
  24. Send a mobile app referral
  25. Thank the member for your employment (because without them, we wouldn’t have jobs)
  26. Sell life, disability and involuntary unemployment
  27. Set member up for e-statements