Use the word“rambunctious”in a callAsk themember whattheir currentdeductible is ontheir carinsuranceTell themember to“have anabsolutelyamazing rest ofyour day!”Send amobiledepositreferralAsk themember ifthey have anemergencysavingsSend aWealthAdvisorreferralSell life,disability andinvoluntaryunemploymentSend amobilealertsreferralOpen amyExpressdebit cardAsk member ifthey have givenany thought toretirement orlong terminvestingSetmemberup for e-statementsOpen amoneymarketSetupAutopayon a loanyou bookUse a product VP(so I can set youup for success, doyou mind if I setyou up with xyz?)SellgapSend amobileappreferralAsk memberif they aresaving up foranythingAsk the member ifthey needed to couldthey come up with acouple thousanddollars for adownpayment for anew car out of theblue?Booka cdAsk themember whatwould happen ifthey lost 50%of their incomeSelllifeSend aFinancialguidereferralSell lifeanddisabilityUse the phrase“give me amoment justfenagling thisfor you” in a callGet thememberto laughThank the memberfor youremployment(because withoutthem, we wouldn’thave jobs)Use theword“Kerfuffle”in a callUse the word“rambunctious”in a callAsk themember whattheir currentdeductible is ontheir carinsuranceTell themember to“have anabsolutelyamazing rest ofyour day!”Send amobiledepositreferralAsk themember ifthey have anemergencysavingsSend aWealthAdvisorreferralSell life,disability andinvoluntaryunemploymentSend amobilealertsreferralOpen amyExpressdebit cardAsk member ifthey have givenany thought toretirement orlong terminvestingSetmemberup for e-statementsOpen amoneymarketSetupAutopayon a loanyou bookUse a product VP(so I can set youup for success, doyou mind if I setyou up with xyz?)SellgapSend amobileappreferralAsk memberif they aresaving up foranythingAsk the member ifthey needed to couldthey come up with acouple thousanddollars for adownpayment for anew car out of theblue?Booka cdAsk themember whatwould happen ifthey lost 50%of their incomeSelllifeSend aFinancialguidereferralSell lifeanddisabilityUse the phrase“give me amoment justfenagling thisfor you” in a callGet thememberto laughThank the memberfor youremployment(because withoutthem, we wouldn’thave jobs)Use theword“Kerfuffle”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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
  1. Use the word “rambunctious” in a call
  2. Ask the member what their current deductible is on their car insurance
  3. Tell the member to “have an absolutely amazing rest of your day!”
  4. Send a mobile deposit referral
  5. Ask the member if they have an emergency savings
  6. Send a Wealth Advisor referral
  7. Sell life, disability and involuntary unemployment
  8. Send a mobile alerts referral
  9. Open a my Express debit card
  10. Ask member if they have given any thought to retirement or long term investing
  11. Set member up for e-statements
  12. Open a money market
  13. Setup Autopay on a loan you book
  14. Use a product VP (so I can set you up for success, do you mind if I set you up with xyz?)
  15. Sell gap
  16. Send a mobile app referral
  17. Ask member if they are saving up for anything
  18. 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?
  19. Book a cd
  20. Ask the member what would happen if they lost 50% of their income
  21. Sell life
  22. Send a Financial guide referral
  23. Sell life and disability
  24. Use the phrase “give me a moment just fenagling this for you” in a call
  25. Get the member to laugh
  26. Thank the member for your employment (because without them, we wouldn’t have jobs)
  27. Use the word “Kerfuffle” in a call