Open amoneymarketSend aWealthAdvisorreferralUse a product VP(so I can set youup for success, doyou mind if I setyou up with xyz?)Use theword“Kerfuffle”in a callUse the phrase“give me amoment justfenagling thisfor you” in a callAsk themember whattheir currentdeductible is ontheir carinsuranceSell life,disability andinvoluntaryunemploymentOpen amyExpressdebit cardSelllifeSend aFinancialguidereferralSend amobilealertsreferralBooka cdAsk themember ifthey have anemergencysavingsSend amobileappreferralSellgapSell lifeanddisabilitySetupAutopayon a loanyou bookAsk memberif they aresaving up foranythingSend amobiledepositreferralGet thememberto laughAsk the member ifthey needed to couldthey come up with acouple thousanddollars for adownpayment for anew car out of theblue?Ask member ifthey have givenany thought toretirement orlong terminvestingUse the word“rambunctious”in a callSetmemberup for e-statementsTell themember to“have anabsolutelyamazing rest ofyour day!”Thank the memberfor youremployment(because withoutthem, we wouldn’thave jobs)Ask themember whatwould happen ifthey lost 50%of their incomeOpen amoneymarketSend aWealthAdvisorreferralUse a product VP(so I can set youup for success, doyou mind if I setyou up with xyz?)Use theword“Kerfuffle”in a callUse the phrase“give me amoment justfenagling thisfor you” in a callAsk themember whattheir currentdeductible is ontheir carinsuranceSell life,disability andinvoluntaryunemploymentOpen amyExpressdebit cardSelllifeSend aFinancialguidereferralSend amobilealertsreferralBooka cdAsk themember ifthey have anemergencysavingsSend amobileappreferralSellgapSell lifeanddisabilitySetupAutopayon a loanyou bookAsk memberif they aresaving up foranythingSend amobiledepositreferralGet thememberto laughAsk the member ifthey needed to couldthey come up with acouple thousanddollars for adownpayment for anew car out of theblue?Ask member ifthey have givenany thought toretirement orlong terminvestingUse the word“rambunctious”in a callSetmemberup for e-statementsTell themember to“have anabsolutelyamazing rest ofyour day!”Thank the memberfor youremployment(because withoutthem, we wouldn’thave jobs)Ask themember whatwould happen ifthey lost 50%of their income

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