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