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