Ask member ifthey have givenany thought toretirement orlong terminvestingUse the phrase“give me amoment justfenagling thisfor you” in a callOpen amoneymarketSetmemberup for e-statementsSend aFinancialguidereferralSend aWealthAdvisorreferralAsk themember whatwould happen ifthey lost 50%of their incomeOpen amyExpressdebit cardUse theword“Kerfuffle”in a callSelllifeUse the word“rambunctious”in a callThank the memberfor youremployment(because withoutthem, we wouldn’thave jobs)Send amobiledepositreferralUse a product VP(so I can set youup for success, doyou mind if I setyou up with xyz?)Booka cdSend amobileappreferralSellgapAsk themember whattheir currentdeductible is ontheir carinsuranceSend amobilealertsreferralAsk the member ifthey needed to couldthey come up with acouple thousanddollars for adownpayment for anew car out of theblue?Sell lifeanddisabilityGet thememberto laughSell life,disability andinvoluntaryunemploymentAsk themember ifthey have anemergencysavingsSetupAutopayon a loanyou bookAsk memberif they aresaving up foranythingTell themember to“have anabsolutelyamazing rest ofyour day!”Ask member ifthey have givenany thought toretirement orlong terminvestingUse the phrase“give me amoment justfenagling thisfor you” in a callOpen amoneymarketSetmemberup for e-statementsSend aFinancialguidereferralSend aWealthAdvisorreferralAsk themember whatwould happen ifthey lost 50%of their incomeOpen amyExpressdebit cardUse theword“Kerfuffle”in a callSelllifeUse the word“rambunctious”in a callThank the memberfor youremployment(because withoutthem, we wouldn’thave jobs)Send amobiledepositreferralUse a product VP(so I can set youup for success, doyou mind if I setyou up with xyz?)Booka cdSend amobileappreferralSellgapAsk themember whattheir currentdeductible is ontheir carinsuranceSend amobilealertsreferralAsk the member ifthey needed to couldthey come up with acouple thousanddollars for adownpayment for anew car out of theblue?Sell lifeanddisabilityGet thememberto laughSell life,disability andinvoluntaryunemploymentAsk themember ifthey have anemergencysavingsSetupAutopayon a loanyou bookAsk memberif they aresaving up foranythingTell themember to“have anabsolutelyamazing rest ofyour day!”

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