Send amobilealertsreferralUse theword“Kerfuffle”in a callAsk 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 callBooka cdSend amobileappreferralUse a product VP(so I can set youup for success, doyou mind if I setyou up with xyz?)Ask themember whattheir currentdeductible is ontheir carinsuranceSellgapUse the word“rambunctious”in a callSelllifeSell lifeanddisabilitySend aWealthAdvisorreferralSell life,disability andinvoluntaryunemploymentAsk themember ifthey have anemergencysavingsGet thememberto laughAsk memberif they aresaving up foranythingSetupAutopayon a loanyou bookAsk member ifthey have givenany thought toretirement orlong terminvestingOpen amoneymarketSend amobiledepositreferralSend aFinancialguidereferralOpen amyExpressdebit cardThank the memberfor youremployment(because withoutthem, we wouldn’thave jobs)Ask themember whatwould happen ifthey lost 50%of their incomeSetmemberup for e-statementsTell themember to“have anabsolutelyamazing rest ofyour day!”Send amobilealertsreferralUse theword“Kerfuffle”in a callAsk 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 callBooka cdSend amobileappreferralUse a product VP(so I can set youup for success, doyou mind if I setyou up with xyz?)Ask themember whattheir currentdeductible is ontheir carinsuranceSellgapUse the word“rambunctious”in a callSelllifeSell lifeanddisabilitySend aWealthAdvisorreferralSell life,disability andinvoluntaryunemploymentAsk themember ifthey have anemergencysavingsGet thememberto laughAsk memberif they aresaving up foranythingSetupAutopayon a loanyou bookAsk member ifthey have givenany thought toretirement orlong terminvestingOpen amoneymarketSend amobiledepositreferralSend aFinancialguidereferralOpen amyExpressdebit cardThank the memberfor youremployment(because withoutthem, we wouldn’thave jobs)Ask themember whatwould happen ifthey lost 50%of their incomeSetmemberup for e-statementsTell 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.


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