Use a product VP(so I can set youup for success, doyou mind if I setyou up with xyz?)SelllifeOpen amyExpressdebit cardUse the phrase“give me amoment justfenagling thisfor you” in a callAsk themember whatwould happen ifthey lost 50%of their incomeOpen amoneymarketUse theword“Kerfuffle”in a callAsk the member ifthey needed to couldthey come up with acouple thousanddollars for adownpayment for anew car out of theblue?Ask themember whattheir currentdeductible is ontheir carinsuranceAsk themember ifthey have anemergencysavingsSellgapBooka cdSell lifeanddisabilitySend amobilealertsreferralSetupAutopayon a loanyou bookAsk memberif they aresaving up foranythingSend amobiledepositreferralUse the word“rambunctious”in a callSetmemberup for e-statementsThank the memberfor youremployment(because withoutthem, we wouldn’thave jobs)Send amobileappreferralGet thememberto laughSend aFinancialguidereferralAsk member ifthey have givenany thought toretirement orlong terminvestingTell themember to“have anabsolutelyamazing rest ofyour day!”Send aWealthAdvisorreferralSell life,disability andinvoluntaryunemploymentUse a product VP(so I can set youup for success, doyou mind if I setyou up with xyz?)SelllifeOpen amyExpressdebit cardUse the phrase“give me amoment justfenagling thisfor you” in a callAsk themember whatwould happen ifthey lost 50%of their incomeOpen amoneymarketUse theword“Kerfuffle”in a callAsk the member ifthey needed to couldthey come up with acouple thousanddollars for adownpayment for anew car out of theblue?Ask themember whattheir currentdeductible is ontheir carinsuranceAsk themember ifthey have anemergencysavingsSellgapBooka cdSell lifeanddisabilitySend amobilealertsreferralSetupAutopayon a loanyou bookAsk memberif they aresaving up foranythingSend amobiledepositreferralUse the word“rambunctious”in a callSetmemberup for e-statementsThank the memberfor youremployment(because withoutthem, we wouldn’thave jobs)Send amobileappreferralGet thememberto laughSend aFinancialguidereferralAsk member ifthey have givenany thought toretirement orlong terminvestingTell themember to“have anabsolutelyamazing rest ofyour day!”Send aWealthAdvisorreferralSell life,disability andinvoluntaryunemployment

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