Sell life,disability andinvoluntaryunemploymentSend aFinancialguidereferralAsk themember whatwould happen ifthey lost 50%of their incomeAsk the member ifthey needed to couldthey come up with acouple thousanddollars for adownpayment for anew car out of theblue?Send amobilealertsreferralTell themember to“have anabsolutelyamazing rest ofyour day!”Ask member ifthey have givenany thought toretirement orlong terminvestingSetmemberup for e-statementsAsk themember ifthey have anemergencysavingsSetupAutopayon a loanyou bookGet thememberto laughUse theword“Kerfuffle”in a callSend amobileappreferralOpen amoneymarketSell lifeanddisabilityBooka cdSelllifeOpen amyExpressdebit cardSellgapUse the phrase“give me amoment justfenagling thisfor you” in a callUse the word“rambunctious”in a callSend aWealthAdvisorreferralUse a product VP(so I can set youup for success, doyou mind if I setyou up with xyz?)Ask themember whattheir currentdeductible is ontheir carinsuranceThank the memberfor youremployment(because withoutthem, we wouldn’thave jobs)Send amobiledepositreferralAsk memberif they aresaving up foranythingSell life,disability andinvoluntaryunemploymentSend aFinancialguidereferralAsk themember whatwould happen ifthey lost 50%of their incomeAsk the member ifthey needed to couldthey come up with acouple thousanddollars for adownpayment for anew car out of theblue?Send amobilealertsreferralTell themember to“have anabsolutelyamazing rest ofyour day!”Ask member ifthey have givenany thought toretirement orlong terminvestingSetmemberup for e-statementsAsk themember ifthey have anemergencysavingsSetupAutopayon a loanyou bookGet thememberto laughUse theword“Kerfuffle”in a callSend amobileappreferralOpen amoneymarketSell lifeanddisabilityBooka cdSelllifeOpen amyExpressdebit cardSellgapUse the phrase“give me amoment justfenagling thisfor you” in a callUse the word“rambunctious”in a callSend aWealthAdvisorreferralUse a product VP(so I can set youup for success, doyou mind if I setyou up with xyz?)Ask themember whattheir currentdeductible is ontheir carinsuranceThank the memberfor youremployment(because withoutthem, we wouldn’thave jobs)Send amobiledepositreferralAsk memberif they aresaving up foranything

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