Ask themember ifthey have anemergencysavingsSell life,disability andinvoluntaryunemploymentSend amobiledepositreferralSend amobileappreferralTell themember to“have anabsolutelyamazing rest ofyour day!”Use the phrase“give me amoment justfenagling thisfor you” in a callUse theword“Kerfuffle”in a callSend amobilealertsreferralUse a product VP(so I can set youup for success, doyou mind if I setyou up with xyz?)Ask member ifthey have givenany thought toretirement orlong terminvestingUse the word“rambunctious”in a callSetupAutopayon a loanyou bookAsk the member ifthey needed to couldthey come up with acouple thousanddollars for adownpayment for anew car out of theblue?SelllifeSellgapAsk themember whatwould happen ifthey lost 50%of their incomeBooka cdThank the memberfor youremployment(because withoutthem, we wouldn’thave jobs)Ask themember whattheir currentdeductible is ontheir carinsuranceOpen amyExpressdebit cardSell lifeanddisabilityAsk memberif they aresaving up foranythingSend aWealthAdvisorreferralOpen amoneymarketSetmemberup for e-statementsSend aFinancialguidereferralGet thememberto laughAsk themember ifthey have anemergencysavingsSell life,disability andinvoluntaryunemploymentSend amobiledepositreferralSend amobileappreferralTell themember to“have anabsolutelyamazing rest ofyour day!”Use the phrase“give me amoment justfenagling thisfor you” in a callUse theword“Kerfuffle”in a callSend amobilealertsreferralUse a product VP(so I can set youup for success, doyou mind if I setyou up with xyz?)Ask member ifthey have givenany thought toretirement orlong terminvestingUse the word“rambunctious”in a callSetupAutopayon a loanyou bookAsk the member ifthey needed to couldthey come up with acouple thousanddollars for adownpayment for anew car out of theblue?SelllifeSellgapAsk themember whatwould happen ifthey lost 50%of their incomeBooka cdThank the memberfor youremployment(because withoutthem, we wouldn’thave jobs)Ask themember whattheir currentdeductible is ontheir carinsuranceOpen amyExpressdebit cardSell lifeanddisabilityAsk memberif they aresaving up foranythingSend aWealthAdvisorreferralOpen amoneymarketSetmemberup for e-statementsSend aFinancialguidereferralGet thememberto laugh

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