Any leadunder$3,000ToRAassettransferClient whoplans onconvertingassets into aRoth IRACall thatlasts overan hourDirectrollover withbrokerageassets(ESOP)Somonewho isopening atrust accountClient makesan ACHpurchase orcontributionRandom callback fromsomeone youspoke tobeforeOpen newaccount withoutany TargetRetirement ormoney marketfundsInitial callfor anUHNWleadSomeoneopens Short-Term Bond fundas temporaryholding placeInitial callfor an IClead over$500,000Client's usernamematchestheir emailaddressAny leadover$90,000Sales caseshows clienthas calledover 5 timesInstitutionalclient who isopeningretail accountClient selectsthe WellingtonANDWellesleyfundsClient's lastname is nearlyimpossible topronounceClient callswho spokewith an IS inNCpreviouslyACATtransferof stocksCall regardinga spouse'saccount andthey're not onthe lineYou use mutualfundrecommendationtool and theyopen thosefundsDirectrolloverfromFidelityPositiveelevate toDawn oranother TLAny leadunder$3,000ToRAassettransferClient whoplans onconvertingassets into aRoth IRACall thatlasts overan hourDirectrollover withbrokerageassets(ESOP)Somonewho isopening atrust accountClient makesan ACHpurchase orcontributionRandom callback fromsomeone youspoke tobeforeOpen newaccount withoutany TargetRetirement ormoney marketfundsInitial callfor anUHNWleadSomeoneopens Short-Term Bond fundas temporaryholding placeInitial callfor an IClead over$500,000Client's usernamematchestheir emailaddressAny leadover$90,000Sales caseshows clienthas calledover 5 timesInstitutionalclient who isopeningretail accountClient selectsthe WellingtonANDWellesleyfundsClient's lastname is nearlyimpossible topronounceClient callswho spokewith an IS inNCpreviouslyACATtransferof stocksCall regardinga spouse'saccount andthey're not onthe lineYou use mutualfundrecommendationtool and theyopen thosefundsDirectrolloverfromFidelityPositiveelevate toDawn oranother TL

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