Thank the memberfor youremployment(because withoutthem, we wouldn’thave jobs)Sell life,disability andinvoluntaryunemploymentSend aFinancialguidereferralSellgapAsk the member ifthey needed to couldthey come up with acouple thousanddollars for adownpayment for anew car out of theblue?Send aWealthAdvisorreferralAsk themember whattheir currentdeductible is ontheir carinsuranceAsk themember whatwould happen ifthey lost 50%of their incomeAsk member ifthey have givenany thought toretirement orlong terminvestingTell themember to“have anabsolutelyamazing rest ofyour day!”Sell lifeanddisabilityOpen amyExpressdebit cardSend amobiledepositreferralSend amobilealertsreferralSetupAutopayon a loanyou bookUse the phrase“give me amoment justfenagling thisfor you” in a callSend amobileappreferralGet thememberto laughOpen amoneymarketSelllifeAsk themember ifthey have anemergencysavingsUse theword“Kerfuffle”in a callSetmemberup for e-statementsAsk memberif they aresaving up foranythingBooka cdUse the word“rambunctious”in a callUse a product VP(so I can set youup for success, doyou mind if I setyou up with xyz?)Thank the memberfor youremployment(because withoutthem, we wouldn’thave jobs)Sell life,disability andinvoluntaryunemploymentSend aFinancialguidereferralSellgapAsk the member ifthey needed to couldthey come up with acouple thousanddollars for adownpayment for anew car out of theblue?Send aWealthAdvisorreferralAsk themember whattheir currentdeductible is ontheir carinsuranceAsk themember whatwould happen ifthey lost 50%of their incomeAsk member ifthey have givenany thought toretirement orlong terminvestingTell themember to“have anabsolutelyamazing rest ofyour day!”Sell lifeanddisabilityOpen amyExpressdebit cardSend amobiledepositreferralSend amobilealertsreferralSetupAutopayon a loanyou bookUse the phrase“give me amoment justfenagling thisfor you” in a callSend amobileappreferralGet thememberto laughOpen amoneymarketSelllifeAsk themember ifthey have anemergencysavingsUse theword“Kerfuffle”in a callSetmemberup for e-statementsAsk memberif they aresaving up foranythingBooka cdUse the word“rambunctious”in a callUse a product VP(so I can set youup for success, doyou mind if I setyou up with xyz?)

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