This bingo card has a free space and 24 words: Inheritance, Maturing CD, New Job or Career, Stocks, $250,000+, $500,000+, Fixed Annuity, Rollover, Roth IRA, Divorce, Indexed Annuity, Marriage, Variable Annuity, $100,000+, Mutual Funds, $50,000+, Wealth Transfer/ Death Claim, Managed/ Advisory Account, 529 Plan, Existing Client with New Money, Life Insurance over $100k, Transfer, $1,000,000 and Retirement.
Wealth Management Advisor Challenge | Chapter 5 Vocab Review | Banking | Industry Bingo | Referral
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With players vying for a you'll have to call about __ items before someone wins. There's a __% chance that a lucky player would win after calling __ items.
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