Any leadover$90,000Call backfrom an ISin NCProcess anexchange outof the PrimeMoney MarketfundCall thatlasts overone hourOpen newaccount withoutany TargetRetirement ormoney marketfundsSomeoneopening atrustaccountClient's usernamematchestheir emailaddressDirectrollover withbrokerageassets(ESOP)Sales caseshows clienthas calledover 5 timesCall regardinga spouse'saccount(they're not onthe line)Institutionalclient who isopeningretail accountDirectrolloverfromFidelityToRAassettransferAny leadunder$3,000Initial callfor anUHNWleadClient whoplans onconvertingassets intoRoth IRAACATtransferof stocksClient selectsthe WellingtonANDWellesleyfundsSomeoneopens aTargetRetirementFundClient makes an ACHpurchase/contributionSomeoneopens Short-Term Bond fundas temporaryholding placeUse the mutualfundrecommendationtool and theyopen theresulting fundsPositiveelevateto DawnClient's lastname is nearlyimpossible topronounceInitial callfor an IClead over$500,000Any leadover$90,000Call backfrom an ISin NCProcess anexchange outof the PrimeMoney MarketfundCall thatlasts overone hourOpen newaccount withoutany TargetRetirement ormoney marketfundsSomeoneopening atrustaccountClient's usernamematchestheir emailaddressDirectrollover withbrokerageassets(ESOP)Sales caseshows clienthas calledover 5 timesCall regardinga spouse'saccount(they're not onthe line)Institutionalclient who isopeningretail accountDirectrolloverfromFidelityToRAassettransferAny leadunder$3,000Initial callfor anUHNWleadClient whoplans onconvertingassets intoRoth IRAACATtransferof stocksClient selectsthe WellingtonANDWellesleyfundsSomeoneopens aTargetRetirementFundClient makes an ACHpurchase/contributionSomeoneopens Short-Term Bond fundas temporaryholding placeUse the mutualfundrecommendationtool and theyopen theresulting fundsPositiveelevateto DawnClient's lastname is nearlyimpossible topronounceInitial callfor an IClead over$500,000

Untitled 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. Any lead over $90,000
  2. Call back from an IS in NC
  3. Process an exchange out of the Prime Money Market fund
  4. Call that lasts over one hour
  5. Open new account without any Target Retirement or money market funds
  6. Someone opening a trust account
  7. Client's user name matches their email address
  8. Direct rollover with brokerage assets (ESOP)
  9. Sales case shows client has called over 5 times
  10. Call regarding a spouse's account (they're not on the line)
  11. Institutional client who is opening retail account
  12. Direct rollover from Fidelity
  13. ToRA asset transfer
  14. Any lead under $3,000
  15. Initial call for an UHNW lead
  16. Client who plans on converting assets into Roth IRA
  17. ACAT transfer of stocks
  18. Client selects the Wellington AND Wellesley funds
  19. Someone opens a Target Retirement Fund
  20. Client makes an ACH purchase/contribution
  21. Someone opens Short-Term Bond fund as temporary holding place
  22. Use the mutual fund recommendation tool and they open the resulting funds
  23. Positive elevate to Dawn
  24. Client's last name is nearly impossible to pronounce
  25. Initial call for an IC lead over $500,000