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