This bingo card has a free space and 24 words: New Bank Customer, Asks About CD Rates, $50K+ in Savings, 401K/IRA Rollover, New Resident of area, 401K/IRA Rollover, $50K+ in Savings, Set up investment appt, Asks about CD rates, Set up investment appt, Asks about Mutual Funds or investments, Complains about taxes, Contribution or new IRA inquiry, Appt to review retirement, IRA CD contribution, Selling property or business, Wants higher income, Inherited money, Set up investment appt, Retirement plan questions, Set up LTI appt, Asks about CD rates, Worried about living costs and Refers to other bank rates.
⚠ This card has duplicate items: $50K+ in Savings (2), 401K/IRA Rollover (2), Set up investment appt (3), Asks about CD rates (2)
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