SelllifeUse the word“rambunctious”in a callAsk themember ifthey have anemergencysavingsAsk themember whattheir currentdeductible is ontheir carinsuranceBooka cdSend aFinancialguidereferralAsk themember whatwould happen ifthey lost 50%of their incomeUse the phrase“give me amoment justfenagling thisfor you” in a callAsk member ifthey have givenany thought toretirement orlong terminvestingSell life,disability andinvoluntaryunemploymentSetupAutopayon a loanyou bookSend amobiledepositreferralOpen amoneymarketAsk memberif they aresaving up foranythingUse a product VP(so I can set youup for success, doyou mind if I setyou up with xyz?)Tell themember to“have anabsolutelyamazing rest ofyour day!”Setmemberup for e-statementsAsk the member ifthey needed to couldthey come up with acouple thousanddollars for adownpayment for anew car out of theblue?Get thememberto laughSend amobileappreferralSell lifeanddisabilityThank the memberfor youremployment(because withoutthem, we wouldn’thave jobs)SellgapOpen amyExpressdebit cardUse theword“Kerfuffle”in a callSend aWealthAdvisorreferralSend amobilealertsreferralSelllifeUse the word“rambunctious”in a callAsk themember ifthey have anemergencysavingsAsk themember whattheir currentdeductible is ontheir carinsuranceBooka cdSend aFinancialguidereferralAsk themember whatwould happen ifthey lost 50%of their incomeUse the phrase“give me amoment justfenagling thisfor you” in a callAsk member ifthey have givenany thought toretirement orlong terminvestingSell life,disability andinvoluntaryunemploymentSetupAutopayon a loanyou bookSend amobiledepositreferralOpen amoneymarketAsk memberif they aresaving up foranythingUse a product VP(so I can set youup for success, doyou mind if I setyou up with xyz?)Tell themember to“have anabsolutelyamazing rest ofyour day!”Setmemberup for e-statementsAsk the member ifthey needed to couldthey come up with acouple thousanddollars for adownpayment for anew car out of theblue?Get thememberto laughSend amobileappreferralSell lifeanddisabilityThank the memberfor youremployment(because withoutthem, we wouldn’thave jobs)SellgapOpen amyExpressdebit cardUse theword“Kerfuffle”in a callSend aWealthAdvisorreferralSend amobilealertsreferral

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