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