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