Ask the member ifthey needed to couldthey come up with acouple thousanddollars for adownpayment for anew car out of theblue?SetupAutopayon a loanyou bookSetmemberup for e-statementsSend amobilealertsreferralSend aWealthAdvisorreferralSell lifeanddisabilitySell life,disability andinvoluntaryunemploymentAsk themember whattheir currentdeductible is ontheir carinsuranceThank the memberfor youremployment(because withoutthem, we wouldn’thave jobs)Use a product VP(so I can set youup for success, doyou mind if I setyou up with xyz?)SellgapUse the word“rambunctious”in a callSelllifeOpen amyExpressdebit cardSend aFinancialguidereferralAsk themember ifthey have anemergencysavingsSend amobiledepositreferralGet thememberto laughUse the phrase“give me amoment justfenagling thisfor you” in a callBooka cdOpen amoneymarketUse theword“Kerfuffle”in a callTell themember to“have anabsolutelyamazing rest ofyour day!”Ask memberif they aresaving up foranythingAsk member ifthey have givenany thought toretirement orlong terminvestingAsk themember whatwould happen ifthey lost 50%of their incomeSend amobileappreferralAsk the member ifthey needed to couldthey come up with acouple thousanddollars for adownpayment for anew car out of theblue?SetupAutopayon a loanyou bookSetmemberup for e-statementsSend amobilealertsreferralSend aWealthAdvisorreferralSell lifeanddisabilitySell life,disability andinvoluntaryunemploymentAsk themember whattheir currentdeductible is ontheir carinsuranceThank the memberfor youremployment(because withoutthem, we wouldn’thave jobs)Use a product VP(so I can set youup for success, doyou mind if I setyou up with xyz?)SellgapUse the word“rambunctious”in a callSelllifeOpen amyExpressdebit cardSend aFinancialguidereferralAsk themember ifthey have anemergencysavingsSend amobiledepositreferralGet thememberto laughUse the phrase“give me amoment justfenagling thisfor you” in a callBooka cdOpen amoneymarketUse theword“Kerfuffle”in a callTell themember to“have anabsolutelyamazing rest ofyour day!”Ask memberif they aresaving up foranythingAsk member ifthey have givenany thought toretirement orlong terminvestingAsk themember whatwould happen ifthey lost 50%of their incomeSend amobileappreferral

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