Send amobiledepositreferralThank the memberfor youremployment(because withoutthem, we wouldn’thave jobs)SetupAutopayon a loanyou bookSell life,disability andinvoluntaryunemploymentAsk the member ifthey needed to couldthey come up with acouple thousanddollars for adownpayment for anew car out of theblue?Tell themember to“have anabsolutelyamazing rest ofyour day!”Ask themember ifthey have anemergencysavingsGet thememberto laughAsk themember whatwould happen ifthey lost 50%of their incomeUse the word“rambunctious”in a callSend aWealthAdvisorreferralBooka cdAsk themember whattheir currentdeductible is ontheir carinsuranceSelllifeSell lifeanddisabilityOpen amoneymarketUse a product VP(so I can set youup for success, doyou mind if I setyou up with xyz?)Use the phrase“give me amoment justfenagling thisfor you” in a callAsk memberif they aresaving up foranythingAsk member ifthey have givenany thought toretirement orlong terminvestingOpen amyExpressdebit cardSend aFinancialguidereferralSend amobileappreferralSend amobilealertsreferralSetmemberup for e-statementsSellgapUse theword“Kerfuffle”in a callSend amobiledepositreferralThank the memberfor youremployment(because withoutthem, we wouldn’thave jobs)SetupAutopayon a loanyou bookSell life,disability andinvoluntaryunemploymentAsk the member ifthey needed to couldthey come up with acouple thousanddollars for adownpayment for anew car out of theblue?Tell themember to“have anabsolutelyamazing rest ofyour day!”Ask themember ifthey have anemergencysavingsGet thememberto laughAsk themember whatwould happen ifthey lost 50%of their incomeUse the word“rambunctious”in a callSend aWealthAdvisorreferralBooka cdAsk themember whattheir currentdeductible is ontheir carinsuranceSelllifeSell lifeanddisabilityOpen amoneymarketUse a product VP(so I can set youup for success, doyou mind if I setyou up with xyz?)Use the phrase“give me amoment justfenagling thisfor you” in a callAsk memberif they aresaving up foranythingAsk member ifthey have givenany thought toretirement orlong terminvestingOpen amyExpressdebit cardSend aFinancialguidereferralSend amobileappreferralSend amobilealertsreferralSetmemberup for e-statementsSellgapUse 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. Send a mobile deposit referral
  2. Thank the member for your employment (because without them, we wouldn’t have jobs)
  3. Setup Autopay on a loan you book
  4. Sell life, disability and involuntary unemployment
  5. 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?
  6. Tell the member to “have an absolutely amazing rest of your day!”
  7. Ask the member if they have an emergency savings
  8. Get the member to laugh
  9. Ask the member what would happen if they lost 50% of their income
  10. Use the word “rambunctious” in a call
  11. Send a Wealth Advisor referral
  12. Book a cd
  13. Ask the member what their current deductible is on their car insurance
  14. Sell life
  15. Sell life and disability
  16. Open a money market
  17. Use a product VP (so I can set you up for success, do you mind if I set you up with xyz?)
  18. Use the phrase “give me a moment just fenagling this for you” in a call
  19. Ask member if they are saving up for anything
  20. Ask member if they have given any thought to retirement or long term investing
  21. Open a my Express debit card
  22. Send a Financial guide referral
  23. Send a mobile app referral
  24. Send a mobile alerts referral
  25. Set member up for e-statements
  26. Sell gap
  27. Use the word “Kerfuffle” in a call