Sell lifeanddisabilityAsk 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!”SellgapAsk member ifthey have givenany thought toretirement orlong terminvestingAsk themember ifthey have anemergencysavingsSend amobilealertsreferralSelllifeSend amobileappreferralSell life,disability andinvoluntaryunemploymentUse theword“Kerfuffle”in a callSetmemberup for e-statementsOpen amoneymarketSend amobiledepositreferralOpen amyExpressdebit cardGet thememberto laughThank 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?)Ask themember whattheir currentdeductible is ontheir carinsuranceSetupAutopayon a loanyou bookBooka cdAsk themember whatwould happen ifthey lost 50%of their incomeUse the phrase“give me amoment justfenagling thisfor you” in a callSend aWealthAdvisorreferralUse the word“rambunctious”in a callAsk memberif they aresaving up foranythingSend aFinancialguidereferralSell lifeanddisabilityAsk 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!”SellgapAsk member ifthey have givenany thought toretirement orlong terminvestingAsk themember ifthey have anemergencysavingsSend amobilealertsreferralSelllifeSend amobileappreferralSell life,disability andinvoluntaryunemploymentUse theword“Kerfuffle”in a callSetmemberup for e-statementsOpen amoneymarketSend amobiledepositreferralOpen amyExpressdebit cardGet thememberto laughThank 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?)Ask themember whattheir currentdeductible is ontheir carinsuranceSetupAutopayon a loanyou bookBooka cdAsk themember whatwould happen ifthey lost 50%of their incomeUse the phrase“give me amoment justfenagling thisfor you” in a callSend aWealthAdvisorreferralUse the word“rambunctious”in a callAsk memberif they aresaving up foranythingSend aFinancialguidereferral

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