Sell life,disability andinvoluntaryunemploymentSend amobilealertsreferralUse the word“rambunctious”in a callSend amobileappreferralSend aWealthAdvisorreferralSend aFinancialguidereferralThank the memberfor youremployment(because withoutthem, we wouldn’thave jobs)SelllifeAsk member ifthey have givenany thought toretirement orlong terminvestingSend amobiledepositreferralSellgapAsk themember whattheir currentdeductible is ontheir carinsuranceAsk themember ifthey have anemergencysavingsUse the phrase“give me amoment justfenagling thisfor you” in a callSetmemberup for e-statementsBooka cdOpen amoneymarketAsk the member ifthey needed to couldthey come up with acouple thousanddollars for adownpayment for anew car out of theblue?Open amyExpressdebit cardGet thememberto laughSell lifeanddisabilityTell themember to“have anabsolutelyamazing rest ofyour day!”Use theword“Kerfuffle”in a callUse a product VP(so I can set youup for success, doyou mind if I setyou up with xyz?)Ask memberif they aresaving up foranythingSetupAutopayon a loanyou bookAsk themember whatwould happen ifthey lost 50%of their incomeSell life,disability andinvoluntaryunemploymentSend amobilealertsreferralUse the word“rambunctious”in a callSend amobileappreferralSend aWealthAdvisorreferralSend aFinancialguidereferralThank the memberfor youremployment(because withoutthem, we wouldn’thave jobs)SelllifeAsk member ifthey have givenany thought toretirement orlong terminvestingSend amobiledepositreferralSellgapAsk themember whattheir currentdeductible is ontheir carinsuranceAsk themember ifthey have anemergencysavingsUse the phrase“give me amoment justfenagling thisfor you” in a callSetmemberup for e-statementsBooka cdOpen amoneymarketAsk the member ifthey needed to couldthey come up with acouple thousanddollars for adownpayment for anew car out of theblue?Open amyExpressdebit cardGet thememberto laughSell lifeanddisabilityTell themember to“have anabsolutelyamazing rest ofyour day!”Use theword“Kerfuffle”in a callUse a product VP(so I can set youup for success, doyou mind if I setyou up with xyz?)Ask memberif they aresaving up foranythingSetupAutopayon a loanyou bookAsk themember whatwould happen ifthey lost 50%of their income

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